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Inquiry/Enquiry Training Videos

Written by Shivee
Updated over 2 weeks ago

How to Manage status/stages and sources?

Inquiry/Enquiry custom fields vs System Fields Usage Guide

How to create custom field specific to enquiry/inquiry?

How to add custom student fields to Inquiry/Enquiry section?

How to create enquiry/inquiry form and what is system field and new field?

What are the different ways to share inquiry/enquiry form?

How to clone an enquiry/inquiry form?


​How to create an enquiry/inquiry manually?

How to create an enquiry/inquiry using form?

How to change status for an enquiry/inquiry?

How to assign an enquiry/inquiry to a staff?

How to map an enquiry/inquiry to an already enrolled student?

What are tasks and what is the difference between My Tasks and All Tasks?

How to create an email template and run enquiry/inquiry automation?

How to run enquiry/inquiry campaign?

How to send bulk email to all enquiry/inquiry?

How to share an additional form with an enquiry/inquiry?

When an enquiry/inquiry is converted what details gets copied and what doesn't?

How to enrol/admit an enquiry/inquiry?

How to download enquiry/inquiry excel report?

How to archive an enquiry/inquiry?

How to use inquiry/enquiry filters?

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