Tracking multiple inquiries for the same Account

Each inquiry is represented as a Sales Opportunity in improveit 360. 

Let's get a refresher on the definition of a Sales Opportunity.

Sales Opportunity - an Account can and should have multiple Sales Opportunity records throughout the life of their relationship with your business. The Sales Opportunity represents the unique Lead Inquiry record and contains the Date the lead was taken, what they're interested in, as well as the Lead Source and Source Type data of where that lead heard about your company. Each Product Interest/Category should have its own Sales Opportunity. Sales Opportunities are not tasks, but rather future chances at selling products or services to current or past leads. Tasks are generated on a Sales Opportunity as a reminder for your staff to call, text, or email the Contact in an attempt to set them for a Sales Appointment. Lead Source, Interested In and Taken On date are required.

Create Sales Opportunities from the Account page. The Sales Opportunity record is required in order to schedule a Sales Appointment. 

Select the Account record and click on Related to see all related lists.

Scroll down to the Sales Opportunity related list, click the New button. 

Here you will select the Lead Source that brought you this new inquiry, and the Product Category they are Interested In. If they are interested in more than one Product, you will want to create multiple Sales Opportunities. 

Click Save & New to track an additional inquiry for a different Product category: 

Continue creating Sales Opportunities until you have successfully tracked every Interest for that Account. 

Keep in mind, in this example the Account might have multiple Interests for multiple properties. A commercial Account might have four Addresses all looking to have replacement Windows installed. 

This 2 1/2-minute video shows step by step creating Sales Opportunities.