Orderry Inquiries are available with a Startup plan and higher.
Step 1. Go to Inquiries page.
Step 2. Change a Inquiry status to the Successful sale or any other status that triggers sales.
If there are system fields with the same name in the lead and sale (for example, “Comment”), the data from these fields in the lead is automatically transferred to the corresponding fields in the sale.
Step 3. Complete details and press Sell. Select the Payment method, Account, and Cashier. Edit notes in the commentary field and select a document to print out, if necessary. Press Create.
When creating a new Sale from Inquiry, both elements become interconnected and allow one-click navigation between their profiles.
For more information on creating sales, see this section of the Help Center.