Feedback on: EventPro User Manual - EnquiriesCH1_Step1_EnquiriesChapter 1: Setting Up EventPro > Step 1: System Settings > Enquiries /Dear EventPro Documentation Department,
Enquiries
EventPro's Enquiry module allows you to track potential clients interested in your facility. Rather than creating and cancelling a tentative booking every time a prospective customer shows interest in booking your facility, the Enquiry module allows you to collect and store all of the relevant information about the customer in a specialized “Enquiry”. When the prospective customer decides to book your facility, you can turn the enquiry into an actual booking that uses the pre-entered data, instead of having to manually re-enter all of the customer’s information.
The Enquiries Module is an optional module in EventPro. If you have not purchased this module, you will not see the related tabs and screens. If you are interested in previewing or purchasing the Enquiries Module, please contact your nearest Sales Department.
1.
Next Enquiry #: Enter the number you want EventPro to begin with when assigning numbers to new enquiries.
a.
If you already use enquiry numbers, you can set EventPro to assign the next number in the sequence.
b.
If you are not already using enquiry numbers, set the next number to 1.
2.
Online Status: If you have EPWeb 4, users will be able to make new enquiries online. Online enquiries made through EPWeb are pulled directly into the Enquiries area of EventPro. Select the default status that will be applied to new enquiries from EPWeb. Enquiry status codes are set up in Step 2: Status Codes, Enquiry.