How to create a Quick Enquiry in DynamicsTitle – Create a detailed title that describes the enquiry to set it apart from other enquiries.
Source Channel - Where did the enquiry come from?
Enquiry Type - What is this enquiry about?
Enquiry Sub Type - More specifics about the enquiry.
Contact Category - Which type of enquirer is this?
Contact – Search for the enquirer in the system or create a new contact.
Description - Add details about the enquiry which may be useful in future when making a response.