The Inquiry object

The Inquiry object is optional in improveit 360. Records will not be created within this Object unless you have turned on the native system triggers. This Article covers what the Inquiry object is used for, and how to enable it. 

The Inquiry record is related to the Account, Contact, and Address and the record stores the Interests from all Sales Opportunities created during the eLead Conversion process or the Quick Lead entry Save action.

Inquiry records are only created when:

• An eLead is converted (not created)
• A new Account and Contact are entered using the Quick Lead tool.

NOTE: There are no Inquiry records created if a new Sales Opportunity is created for an existing Account/Contact. 

The Inquiry record will store the Lead Source Name, Taken On date, multiple Interests as well as critical data from the Address and Contact records like the First and Last Name, Phone number, Email address, Zip Code, and geolocation. 

This object is most often used in conjunction with a call center software like Five9 or Regal. This object allows you to track all Interests on one record as opposed to the Sales Opportunity object which tracks each Product Category of interest as a separate record. 

The Inquiry object can also be used to track the Most Recent Sales Appointment Date, and the Quoted Amount, allowing for a better rehash experience for call center representatives. 

Enabling the Inquiry Object

Only System Administrator users will be able to enable record creation for the Inquiry object. 

Navigate to Setup

Go to the Custom Settings menu

Click Manage next to Trigger Settings. then click Edit

Be sure to enable the following two (2) settings: 

• Create Inquiry Records for Quick Leads
• Create Inquiry Records for eLeads

The records created using this Trigger can be found by navigating to the App Launcher menu and locating the Inquiries object Tab. 

Note that these records can be Filtered an Sorted by using List Views on the Inquiries Tab.

Select the All list and then click the gear icon and Select Fields to Display. 

Here you will select the Fields you wish to see when this page loads, click Save when finished making these changes.