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Adding an Enquiry

How to add an Enquiry (folder) inside Tractivity

  1. Working from the Search Contact screen, remember you can only add an Enquiry by first finding your contact. So, first search for your contact.
  2. Next, on the left-hand menu, click Add Enquiry
  3. Complete any mandatory information in the Add Enquiry screen, remembering anything marked with * is a mandatory field.
  4. Once all required fields are populated, click the red Save button.
  5. You will now be back in the View Enquiry screen, this provides an overview of the Enquiry just created.