Package: Inquiries

Converting an Inquiry

1. Navigate to Inquiries.

2. From the View drop-down menu, choose Unconverted and proceed toGo!

3. Pick the desired inquiry by clicking on its name.

4. Select the Convert button.
   The following screen appears:
   

5. Enter the following information:

   • Create or select an Account.
     If a similar Account is found, it will be available as an option. If not, a new Account must be created.

   • If applicable, select the Populate Job checkbox and enter the details of the job.
     This will create a new Assignment.

   • If desired, select the Create New Contact checkbox.
     This will create a new Contact under this Account.

   • If desired, you may also enter a related task at this time.

6. When you are finished, select Convert, or Cancel to discard your changes.

The Following Fields Will Carry Over When Creating a New Job Order:

1. Job Title

2. Description

3. Company Name

4. Source

5. Job Description

6. Min / Max Salary

7. Created By & Job Order Owner = becomes the User that converts the Inquiry/New Business

8. Job order Record Type = default from the converter's profile
   

The Following Fields Will Carry Over When Creating a New Account:

1. Created By & Account Owner = becomes the User that converts the Inquiry/New Business

2. Account Record Type = default from the converter's profile

3. Billing Address

4. Industry

5. Phone