Manually Create New Enquiries

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Topic

If you have received an enquiry from a customer over the phone or in-person and you would like to record it in Tradify you can make a new enquiry.

Video

Instructions

  1. Navigate to the Enquiries page.
  2. Select Create New Enquiry.

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  3. Fill out the details as needed and select Save and Exit.

Additional Information

See here for more info on enquiries: 🎬 Set Up Email Enquiries

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