Lead Capture Form

How to Edit Inquiry List in Tenacious Sales - CRM?

Through lead capture form inquiry for products or services will be received. All received inquiry through lead capture form will be stored in inquiry list. Admin or salesperson can edit inquiry list if he/she wants. He/she needs to follow some simple steps to edit inquiry list.

Steps to edit inquiry list:

  • Login to account with tenacious sales as an admin or salesperson
  • Go to Lead Capture Form
  • Go to Inquiry List
  • Inquiry list will be displayed
  • Click on Edit for selected inquiry
  • Make Changes in inquiry
  • Click on Save

Inquiry record will be edited and removed from the inquiry list. Inquiry record will be moved to lead list.

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