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Adding Multiple Sales Enquiries in Batoi eSuite

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In the 'Add Multiple Enquiry' Page, You will find a row with the following fields where you need to fill in the following information about an Enquiry. Each step shown in Figure 1 is explained in the below table.

Figure 1
Figure 1
Sl. No.NameTypeDescription
1TitleRequiredEnter the enquiry title
2Organizational UnitRequiredSelect an organizational unit from the drop-down menu
3CategoryRequiredThe enquiry categories added in the settings page are appearing in the drop-down menu. Select a category for the enquiry
4Start DateRequiredSelect the enquiry start date from the date picker
5Target DateRequiredSelect the enquiry target date from the date picker
6ManagerRequiredSelect the enquiry manager from the drop-down menu which will appear according to the organizational unit selected

Clicking on the '+ Add More' link will add a new row where you can fill in the information about one more Enquiry. Clicking on the 'Delete' button appearing against each row will delete a row.

Once you are done with, click on the 'Save' button as shown in Figure 1. You can then see that the newly added Enquiries are now available on the list page for 'Enquiry'.



Updated on May 09, 2020

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