This guide explains how to add a new enquiry within the CRM app. Creating an enquiry allows you to record the details of a prospective service user, capture information about the enquirer, and begin the pre-assessment process.

You will enter key information including contact details, funding arrangements, preferred site location, and proposed fees. Once saved, the enquiry can be progressed by requesting a pre-assessment and selecting the appropriate processing site.

Following these steps ensures all required information is recorded accurately and the prospective service user can move smoothly through the onboarding process.