Enquiries

THIS FEATURE IS COMING SOON!

The Client enquiries function in Odyssey is designed to manage communications from clients prior to their booking with you.  


To record a new enquiry

From the Main Menu | Clients menu, click the + Enquiry button  


or from the Main Menu | Clients | Enquiries menu, click the + Enquiry button


Details

On the Details screen, complete any details you have, including an email address.  Odyssey will generate a tick beside a valid email address.  



Enquiry | Details

The various client status' can be managed by you, in the client status settings Here



Notes


The notes field is a freeform text field where you can manually type notes recording a phone call or an email enquiry, OR copy and paste all the text from an email conversation here, so that other Odyssey users can have a full overview of the comms with the client




Interests


Enquiry | Interests

Email

Up to ten enquiry email types can be sent to each new prospect

Learn more about email set up  Here, and sending emails Here


Enquiry | Emails