EventPro User Manual

Enter/Edit Enquiry Information

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Enter/Edit Enquiry Information

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Enter/Edit Enquiry Information

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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.

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1.Now that the new or existing enquiry is linked to an event, most of the fields duplicated in the event are non-editable and are updated automatically when the event information changes.
2.You can make changes to the Source, Status, Assigned To, Est. Value, Est. Probability and Notes field, if required.
3.If you want to change the other fields, such as Event Name, Category, etc., click the Back button to return to the Event Information screen and make your changes there.
4.Click Next to move on to the Contract/Deposit Information screen.