What you can do here:

• View enquiry summary cards: All Enquiries, Pending, Follow Up, Approved, and Cancelled.
• Click on any summary card to filter enquiries by status.
• Search enquiries using Enquiry ID, Name, Email, or Phone.
• Filter enquiries by: Status, Date, and Follow-Up Date Range.
• View detailed enquiry information including: Customer Details, Status, Follow-Up Date, and Created Date.
• Update enquiry status directly from the Status dropdown.
• Use action icons to:
  • Edit enquiry
  • Delete enquiry
  • Schedule follow-up
  • Convert to next stage (if applicable)
• Control displayed records using Rows Per Page and pagination controls.

• Use the Import button to upload a CSV file containing enquiry data, allowing for bulk creation or updates of enquiries in the system.
• The system will validate the imported data and provide feedback on any errors or successful imports, ensuring data integrity.
• When importing, ensure the CSV file is formatted correctly with the required fields to avoid import errors and ensure successful data integration.

• Select an existing Customer from the dropdown.
• Customer Information auto-populates:
  • First Name
  • Last Name
  • Email
  • Phone Number
• Click Edit Customer if updates are required.
• Select one or multiple Services.
• If “Other” is selected, provide a Custom Service Name.
• Select the Property Location.
• Select a mandatory Follow-Up Date.
• Add a detailed Description explaining customer requirements.
• Click Create to save the enquiry.

💡 Important:
Follow-Up Date is mandatory and ensures timely communication with the customer.

• Modify selected Services.
• Update Custom Service Name if applicable.
• Change Property Location.
• Reschedule Follow-Up Date.
• The system will validate the imported data and provide feedback on any errors or successful imports, ensuring data integrity.
• Exported CSV files will include all relevant enquiry fields such as Enquiry ID, Customer Name, Email, Phone, Status, Follow-Up Date, and Created Date for comprehensive data analysis.
• When importing, ensure the CSV file is formatted correctly with the required fields to avoid import errors and ensure successful data integration.

• View the Enquiry ID for reference.
• See the Customer Information including Name, Email, and Phone Number.
• see the Enquiry Information including priority, Driving Distance, Created On, Updated On, Services, Property Location, Follow-Up Date, and Description.
• Note that the Follow-Up Date is prominently displayed to ensure timely follow-up actions.
• see the Action History showing all updates and changes made to the enquiry for complete transparency and tracking.

• Pending – Enquiry is newly created.
• Follow Up – Awaiting scheduled follow-up.
• Approved – Customer confirmed service.
• Cancelled – Enquiry closed without approval.

Status cards at the top provide a quick overview of enquiry distribution.

• Use Rows Per Page to adjust record count.
• Navigate using Previous and Next buttons.