{"id":956,"date":"2025-03-25T09:16:31","date_gmt":"2025-03-25T09:16:31","guid":{"rendered":"https:\/\/blogs.kit19.com\/Manual\/?page_id=956"},"modified":"2025-03-25T09:30:03","modified_gmt":"2025-03-25T09:30:03","slug":"enquiries-page","status":"publish","type":"page","link":"https:\/\/blogs.kit19.com\/Manual\/enquiries-page\/","title":{"rendered":"Enquiries Page"},"content":{"rendered":"\t\t

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Enquiries Page Documentation of Kit 19<\/strong><\/span><\/h1>
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:<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Enquiry Management Section:<\/u><\/strong><\/h3>
Users can access the Enquiries<\/strong> tab under the Sales<\/strong> module to manage incoming enquiries efficiently.<\/li><\/ol>
The interface allows the user to:
Filter, search, and sort<\/strong><\/li>
View enquiry details, including:
Name, Contact Number, and Email ID<\/strong><\/li>
Creation Date and Time<\/strong><\/li>
Remarks or Additional Notes<\/strong><\/li>
Enquiry Type (e.g., Lead, Prospect)<\/strong><\/li>
Created By (User who added the enquiry)<\/strong><\/li><\/ul><\/li><\/ul><\/li><\/ul>
2. Key Functionalities:<\/strong><\/h3>
Search Bar:<\/strong> Quickly locate specific enquiries using keywords or filters.<\/li>
Custom Filter Set:<\/strong> Apply advanced filters to refine displayed results.<\/li>
Add New Field on Header:<\/strong> Customize the enquiry table by adding additional fields.<\/li>
Show All Data:<\/strong> Displays all available enquiries without active filters.<\/li>
Create Custom Field:<\/strong> Add new custom fields to capture specific details as per business needs.<\/li>
Create New Enquiries:<\/strong> Add fresh enquiries with ease using the \u201c+\u201d button.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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3. Navigation and Controls:<\/strong><\/h3>
The left-side panel<\/strong> provides seamless access like Custom Field<\/strong>, Add Enquiries<\/strong>, Import<\/strong> and Export Enquiries<\/strong>.<\/li>
The top-right section<\/strong> includes features for sorting<\/strong>, refreshing<\/strong>, and adding new fields<\/strong>.<\/li><\/ul>
4. Visual Enhancements Based on the Image:<\/strong><\/h3>
The interface contains clearly labeled icons for quick accessibility:
Filter Icon:<\/strong> Enables data refinement based on predefined parameters.<\/li>
Wrench Icon:<\/strong> Used to create custom fields.<\/li>
Plus (+) Button:<\/strong> For adding new enquiries.<\/li>
Import Icon:<\/strong> Facilitates data upload in Kit19 using Excel File.<\/li>
Export Icon:<\/strong> Facilitates data extraction and download.<\/li><\/ul><\/li>
User Profile & Notifications:<\/strong> Located at the top-right corner for account management and alerts.<\/li><\/ul>
Inquiries Detail Page<\/u><\/strong> :<\/strong><\/p>
1. Basic Details<\/u><\/strong><\/h3>
This section displays the fundamental information about the enquiry, including:<\/p>
Profile Picture & Name<\/strong>: The enquirer\u2019s name and associated profile picture.<\/li>
Contact Information<\/strong>: Phone number and email ID.<\/li>
Lead Number<\/strong>: A unique identifier for the lead.<\/li><\/ul>
2. Other Details<\/u><\/strong><\/h3>
Enquiry ID<\/strong>: A system-generated unique ID for tracking.<\/li>
Source<\/strong>: The origin of the enquiry (e.g., referrals, social media, website forms, etc.).<\/li>
Campaign<\/strong>: The campaign under which the enquiry was generated.<\/li>
Residential & Office Address<\/strong>: If provided, addresses will be listed.<\/li>
Creation Details<\/strong>:
Created On<\/strong>: Date and time of enquiry creation.<\/li>
Medium<\/strong>: The channel through which the enquiry was received (e.g., Microsite, Call, Social Media, etc.).<\/li>
Created By<\/strong>: The user who created the enquiry record.<\/li><\/ul><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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3. Activity Logs & Interaction History<\/u><\/strong><\/h3>
This section tracks all actions taken on the enquiry, such as:<\/p>
Whatsapp Chat Log<\/strong>: Logs of messages exchanged via WhatsApp.<\/li>
Calls<\/strong>: Records of telephonic conversations.<\/li>
Meetings<\/strong>: Scheduled or completed meetings related to the enquiry.<\/li>
Physical Appointments<\/strong>: In-person meeting details.<\/li>
Webform Submissions<\/strong>: Data submitted via web forms.<\/li>
Action History<\/strong>: Any changes made to the enquiry, such as being added or removed from communication channels.<\/li><\/ul>
4. Quick Actions Panel<\/u> (Right Sidebar)<\/strong><\/h3>
The right-hand side panel provides quick action buttons for engaging with the enquiry:<\/p>
Add or Merge Leads:<\/strong> Enables users to merge duplicate enquiries into a single lead or add a new lead.<\/li>
SMS:<\/strong> Send an SMS directly to the enquirer for quick communication.<\/li>
Mail:<\/strong> Email the enquirer with relevant details, proposals, or responses.<\/li>
Send Voice:<\/strong> Allows users to send pre-recorded or real-time voice messages to the enquirer.<\/li>
WhatsApp:<\/strong> Provides direct integration with WhatsApp to send messages instantly.<\/li>
Create Meeting:<\/strong> Schedule meetings with the enquirer and log them for follow-ups.<\/li>
Add Physical Appointment:<\/strong> Log a face-to-face appointment for personalized interaction.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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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:<\/p>\n
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