Complete the details required for your event enquiry.
Client Type: is the client booking this themselves (direct) or is the enquiry coming from an agent (indirect)?
Enquiry Name: give the enquiry a name
Enquiry Type: The options in this list are available for you as a client to amend in the CRM, SetUp page by clicking on Enquiry Types. Pick the one in the enquiry which matches your needs
Possible Dates: Select the date the customer is looking at. Tick Multi date if the customer is considering different date options for then event
Preferred Company Venue: Select the outlet which has the required rooms set up in them
Alternative Company Venues 1 and 2: these are optional fields for you to capture any second/third options. Note that the enquiry will be linked to the first outlet only and not these two
Other Date Notes: A free text field to be used as desired
Actual date: Once the enquiry is confirmed add in the actual date of the event
Actual Date Other Notes: A free text field to be used as desired
Number of Consecutive Days: If the event is over consecutive days, add the number of days here
Numbers Min and Max: Capture the number of guests here
Expected Start and End times: Capture the timings here
Sales Originator: This will auto populate with the current user but can be amended if completing the enquiry on behalf of someone
Overall Event Status: choose from n/a, Ongoing, Cancelled, Provisional
Event Status: choose from Confirmed, Outstanding, Released. Note we are planning on consolidating these 2 statuses to be left with 1
Event Stage: Select the relevant stage from the dropdown. This doesn't trigger anything but can be used to keep track of an enquiry
Enquirer Name: Record the name of the customer. This will be pulled through on to the quote
Phone: Capture their phone number
Email: This email address can be used to send the quote to later on in the process
Past Venues: Free text option to be used to record customer's history if required
External venue: A free text field to be used as desired
Event Production: A free text field to be used as desired
Additional Services/Info: A free text field to be used as desired
Client Ref: This is the client account reference. This will be pulled through from the company soon but can be entered for now
F&B Value: You can add a value here if you wish although the quote is not generated from this section , this is just for info
Venue Hire Value: You can add a value here if you wish although the quote is not generated from this section , this is just for info
Payment: Select from the drop down
How Were you Recommended: The options in this list are available for you as a client to amend in the CRM, SetUp page by clicking on Referred From Selections. Pick the one in the enquiry which matches your needs
Quote Required By: To help you manage your enquiry, select a target date
Quote Despatched: To help you manage your enquiry, select a target date
Quote Sent By: To help you manage your enquiry, add the name
Follow Up Dates: Keep track of your follows ups by entering the details here and seeing them on the CRM Dashboard