The user navigates to the Inquiry Grid List selects the + button to create a new Inquiry and fills-out all the required information.
The most important information to be filled-out is the following:
- First and Last Name of the interested prospect customer
- An email or any phone number to contact the customer
- The source and the channel are required fields
- The campaign number in case the customer is reaching out because of a specific campaign.
The inquiry is created in DSW with default status: Generated
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