How to Navigate to the Report
- Hover on Reports Tab and Click on Enquiry Report.
How to Filter Report to view Enquiry Details
- Select Date from the Enquiry Date from – date picker from which the enquiry details are to be viewed.
- Select date from the Enquiry Date to – date picker till which the enquiry details are to be viewed.
- Select Enquiry source from its drop-down.
- Select Enquiry type from its drop-down.
- Select Services Interested in, from its drop-down.
- Select Language, from its drop-down
- Select Gender, from its drop-down.
- Select Fitness goal, from its drop-down.
- Select Client Rep, from its drop-down
- Select Workout time, from its drop-down.
- Select Location, from its drop-down
- Select Personal interest, from its drop-down.
- Select Organization, from its drop-down.
- Click on Search to view the report
- As per the selected filters, Number of enquiries found will be displayed.
- Click on ‘Export’ to export the report in excel format.
Enquiry Report – Details (Following details of the enquiry will be mentioned in the report)
- Customer/Enquiry ID
- Number of Follow up on the enquiry
- Enquiry Name
- Enquiry Source
- Enquiry Type
- Fitness Goal
- Name of the Client Rep
- Preferred Language
- Email
- Created By
- Workout time
- Location