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You can create Sales Enquiry by following the given steps:

STEP-1: Click on Enquiry → Opportunities→ New Sales Enquiry. Sales Enquiry form will appear.

STEP-2: Enter the Enquiry details.

STEP-3: To Add Sales Item you need to Save form first. Then Click on Add Items button, this will redirect you to Sales Item form. Fill Sales Item Form and Save. Then Click on Go To SalesEnquiry button.

STEP-4: Assign Opportunity to User or team by selecting single or multiple entries from the list.

STEP-5: Click on Save button.


Click on Enquiry→Sales Enquiry→Enquiry Status. The list of Enquiry will display.


You can edit Sales Enquiry by following the given steps:

STEP-1: Select the Enquiry that you want to edit from Enquiry List. Right click on it. Select Edit Sales Enquiry. The form will display.

STEP-2: Edit Sales Enquiry form and Save the form.

Note: You can Edit or Add Sales Enquiry from Enquiry→ Bank Gaurentees