2.4 - Enquiry Fields and Sections

2.4 - Enquiry Fields and Sections


You can find all the basic enquiry fields in this layout. If any of the data is coming from a website form, then all the enquiries fields integrate with the fields inside the enquiry module. If they type in any enquiry questions in the Enquiry form, then it will go against the description text box in the enquiry module.



If you have enquiries like Membership or Sponsor where these two forms have some extra fields to capture extra information as shown in the screenshot below. These are two separate sections that pops up only when the enquiry type is Membership or Sponsor. So, if someone fills the forms in the website, they can fill those extra fields in the forms that integrates with your ZCRM enquiry module. 

If you were to capture your enquiry through a different lead source, then you can fill in the enquiry type and save the record after which the other two sections pops up automatically. 









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