Enquiries Page

Enquiries Page Documentation of Kit 19

This document provides a detailed explanation of the Enquiries page illustrated in the provided image and Explanation. The menu is part of a software application and contains various options for configuring and managing different aspects of the system. Below is a description of each menu item:

Enquiry Management Section:

  1. Users can access the Enquiries tab under the Sales module to manage incoming enquiries efficiently.
  • The interface allows the user to:
    • Filter, search, and sort
    • View enquiry details, including:
      • Name, Contact Number, and Email ID
      • Creation Date and Time
      • Remarks or Additional Notes
      • Enquiry Type (e.g., Lead, Prospect)
      • Created By (User who added the enquiry)

2. Key Functionalities:

  • Search Bar: Quickly locate specific enquiries using keywords or filters.
  • Custom Filter Set: Apply advanced filters to refine displayed results.
  • Add New Field on Header: Customize the enquiry table by adding additional fields.
  • Show All Data: Displays all available enquiries without active filters.
  • Create Custom Field: Add new custom fields to capture specific details as per business needs.
  • Create New Enquiries: Add fresh enquiries with ease using the “+” button.

3. Navigation and Controls:

  • The left-side panel provides seamless access like Custom Field, Add Enquiries, Import and Export Enquiries.
  • The top-right section includes features for sorting, refreshing, and adding new fields.

4. Visual Enhancements Based on the Image:

  • The interface contains clearly labeled icons for quick accessibility:
    • Filter Icon: Enables data refinement based on predefined parameters.
    • Wrench Icon: Used to create custom fields.
    • Plus (+) Button: For adding new enquiries.
    • Import Icon: Facilitates data upload in Kit19 using Excel File.
    • Export Icon: Facilitates data extraction and download.
  • User Profile & Notifications: Located at the top-right corner for account management and alerts.

Inquiries Detail Page :

1. Basic Details

This section displays the fundamental information about the enquiry, including:

  • Profile Picture & Name: The enquirer’s name and associated profile picture.
  • Contact Information: Phone number and email ID.
  • Lead Number: A unique identifier for the lead.

2. Other Details

  • Enquiry ID: A system-generated unique ID for tracking.
  • Source: The origin of the enquiry (e.g., referrals, social media, website forms, etc.).
  • Campaign: The campaign under which the enquiry was generated.
  • Residential & Office Address: If provided, addresses will be listed.
  • Creation Details:
    • Created On: Date and time of enquiry creation.
    • Medium: The channel through which the enquiry was received (e.g., Microsite, Call, Social Media, etc.).
    • Created By: The user who created the enquiry record.

3. Activity Logs & Interaction History

This section tracks all actions taken on the enquiry, such as:

  • Whatsapp Chat Log: Logs of messages exchanged via WhatsApp.
  • Calls: Records of telephonic conversations.
  • Meetings: Scheduled or completed meetings related to the enquiry.
  • Physical Appointments: In-person meeting details.
  • Webform Submissions: Data submitted via web forms.
  • Action History: Any changes made to the enquiry, such as being added or removed from communication channels.

4. Quick Actions Panel (Right Sidebar)

The right-hand side panel provides quick action buttons for engaging with the enquiry:

  • Add or Merge Leads: Enables users to merge duplicate enquiries into a single lead or add a new lead.
  • SMS: Send an SMS directly to the enquirer for quick communication.
  • Mail: Email the enquirer with relevant details, proposals, or responses.
  • Send Voice: Allows users to send pre-recorded or real-time voice messages to the enquirer.
  • WhatsApp: Provides direct integration with WhatsApp to send messages instantly.
  • Create Meeting: Schedule meetings with the enquirer and log them for follow-ups.
  • Add Physical Appointment: Log a face-to-face appointment for personalized interaction.