Potential buyer records can be updated with communication logs. This provides a clear audit trail of interactions had with the buyer.
1. Adding a buyer log
To add a log:
Go to Sales properties > Potential buyers
Locate the buyer in question
In the Logs column, select the + icon
Populate the form as required
Select Submit
The number of logs added for a buyer will be shown in the Logs column. To view these logs, select the arrow icon (
) located to the left of the ID column.
2. Completing a buyer enquiry
Go to Sales properties > Potential buyers
Locate the buyer in question
In the Complete column, select the tick icon
To view completed buyer enquiries, select Completed items.