Step One – Create a New Enquiry

An Enquiry forms the foundation for any activity with Brandengine, allowing you to use Brandengine as a CRM by recording any client interaction, not just quotations.
(eg – Meeting requests, Visual requests, etc….)

Creating a New Enquiry can be done directly from the main menu on the left of your screen (MainMenu>Activity>New Enquiry)

From the New Enquiry screen you can add client information in 2 ways:

• Search for and +select a company and contact from your database

• Adding new prospects by clicking on +Create Company and +Create Contact on the right of screen

Tip: You can also add a new contact to an existing client company by combining the above

Once your clients details are entered – enter an Enquiry name.

Tip: The Enquiry name can be any alpha-numeric internal reference text that makes sense to you – this is not visible to your clients.

You are then ready to assign an Account Manager (and Production Manager if this feature is switched on in company settings) and click +Create Enquiry – this will then create and open a new window where you can enter in additional information and files that relate to this Enquiry.

New Enquiries can also be created within your Clients Company record (MainMenu>Database>Companies) by scrolling down to the “Enquiries & Projects” block and clicking on +Add