Actions for relationship management enquiries

With the “Relationship management” enquiry type, you can add notes, read the enquiry history and carry out the standard actions at any time. Two special actions are also available: “Invite designer” and “Visit designer”.

• Invite designer: You can click on the “Invite designer” action to enter a reminder for a designer's visit to Finstral. The input screen allows you to select the particular showroom for the designer's visit with the date and time, and optionally add a note.  
• Visit designer: You can click on the “Visit designer” action to enter a reminder for a visit by Finstral to the designer's premises. The input screen allows you to select the location of the meeting (designer's or alternative address) with the date and time, and optionally add a note.  

The “Relationship management” enquiry type will always remain open.  

However, if the relationship or the acquisition process is terminated, this can be recorded using the “Cancel enquiry” action available under “More actions”. When you click on this action, enter the reason for cancellation and cancel the enquiry, the designer will then be marked as “Inactive”. In the Excel download, you will immediately see that no further relationship management is being performed for this contact. This process can be reversed by reopening the enquiry with the “Relationship management” enquiry type.