Lead Capture Form

How to Assign Inquiry to Salesperson in Tenacious Sales - CRM?

Through lead capture form inquiry for products or services will be received. All received inquiry through lead capture form will be stored in inquiry list. Received inquiry for any product or service can assign to any sales person added to the account so that particular sales person can add it as lead and start process towards deal.

To assign inquiry to particular sales person few steps need to be follow which are:

  • Login to tenacious sales account
  • Go to Inquiry List
  • Inquiry list will be display
  • Select inquiry which are need to be assign
  • Click on Assign
  • Pop up will be display
  • Select sales person from the drop down list
  • Click on Assign

Particular inquiry will be deleted from the list and assign to selected sales person.

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