Find Solutions to Common Issues Related to features - enquiry
When receiving an inquiry call in BUSY, you can capture details such as the date and time of the call, the contact name, the category of the inquiry, the source of the inquiry, the executive who received the call, the item inquired about, and a description of the call received.
To track actions taken for open inquiry calls in BUSY, you can enable the "Maintain action taken for open calls in call receipt" option in the call management configuration. This will allow you to record and track the actions taken on each inquiry call.
To allocate calls in bulk in BUSY, you need to follow the below steps:
Step 1: Go to the Call Management section and select Call Explorer.
Step 2: Then, select the calls you want to allocate and click on Allocate Call.
To search inquiries by the customer in BUSY, follow the steps:
1.Go to display
2.Call management
3.Call Register /Contact or Party Summary
4. Select Contact
5. Apply the date between range
6. If any filter required executive or status apply and open
To activate the inquiry management feature in BUSY, go to Administration > Configuration > Feature and Options. Look for the option called "Inquiry and Support Management" and click on it. This will enable the inquiry management feature in BUSY.
In this software, there is a feature called "Inquiry Support Management" which can be used for CRM and lead management. we can recode all inquiries and process all record of the process with open, close, successful, Unsuccessful
Inquiry Management refers to the process of handling and closing inquiries received before a sale, while Support Management involves providing assistance and resolving issues after a sale has been made.
The options available for inquiry management configuration in BUSY are Inquiry Management Pre-Sale and Post-Sale.
You can view inquiry reports in BUSY through call management under display menu.
There is no provision to close all calls in bulk.