eyenquiries: Adding an enquiry

eyenquiries: Adding an enquiry



When a parent fills out an enquiry form, the enquiry will automatically appear on your eyenquiries pipeline.


To view this enquiry:

  1. In the sidebar, go to eyenquiries > Pipeline.

  2. The new enquiry should have appeared under Enquiry In. The date of the enquiry will be listed under the enquiry name. 

  3. Click on the new enquiry to view the profile. The information will have been automatically filled in with the details submitted in the enquiry form.


Adding an enquiry manually

Sometimes, you may receive an enquiry through sources other than the online form. In those cases, you can input the enquiry information manually.
  1. From the sidebar, go to eyenquiries > Pipeline.
  2. Click on the  button in the upper right-hand corner and a pop-up window should appear from the right.
  3. Fill out the form with the enquiry information.
  4. Click Submit.
  5. A profile will be created for the child, and the enquiry will be added to the start of the pipeline.