6.1 Create Inquiry (from within DSW)

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