Manually Create New Enquiries

Who can use this?

Platform: Web            Plan: Pro | Plus            Staff Permission: Enquiries

If you have received an enquiry from a customer over the phone or in-person and you’d like to record it in Tradify you can make a new enquiry. To do this, navigate to the enquiries section in Tradify.

Toward the top of the screen, you will see a Create New Enquiry button. Select this, and enter any details you need into the new enquiry.

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