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Editing and Closing a Sales Enquiry in Batoi eSuite

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Edit an Enquiry

Click on the 'Edit Enquiry' button from the individual Enquiry details page in order to edit the details of an Enquiry as shown in Figure 1.

Figure 1
Figure 1

In the 'Edit Enquiry' screen, edit the requisite information as shown in Figure 2 and click on the 'Save' button to save your edits.

Figure 2
Figure 2

Close an Enquiry

To close an Enquiry, click on the 'Close Enquiry' button available on the top right of the 'Edit Enquiry' page as shown in Figure 3.

Figure 3
Figure 3

Then enter the requisite details in the 'Close Enquiry' pop-up window as shown in Figure 4 to close an Enquiry. Each step shown in Figure 4 is explained in the below table.

Figure 4
Figure 4
Sl. No. Name Type Description
1 Date Required Enter the date and time of closing the enquiry
2 Hours Spent Required Enter the hour spent
3 Description Optional Enter a description for closing the enquiry
4 Caption Optional Enter a caption for the file you want to upload
5 Upload File Optional Select and upload a file from your system
6 + Add More Optional Click to upload one more file
Once you are done with, click on the 'Submit' button as shown in Figure 4 to close the Enquiry.



Updated on May 09, 2020

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