How to find a Saved Enquiry

Viewing a saved enquiry is a quick way to pull up sales data for the customers or products that matter the most to you. This is especially helpful if it takes several steps to get to the sales you’d like to see.

Select a device:

Desktop

Apple

Android

Desktop

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Step 1: From the homepage

If you are on the Home dashboard, you can access all your Saved Enquiries from the Saved Enquiries dashpod at once.

Your Saved Enquiries are grouped in alphabetical order by enquiry type.

Double click on the desired enquiry from the list to load the results.

Find a saved enquiry - desktop 1

 

Step 2: From the Enquiries screen

Alternatively, if you are already in the Enquiries module, click on ‘Saved Enquiries’ option at the top of the screen.

Find a saved enquiry - desktop 2

 

Step 3: Load Saved Enquiry

You will now see all the Saved Enquiries previously created on any platform; the Globally Saved Enquiry will have a globe icon to show these as well.

Click on title of the desired enquiry from available list to load the enquiry data.

Find a saved enquiry - desktop 3

 

Apple

Download PDF version

Step 1: Home page

If you are on the Home page, you can access all your Saved Enquiries from the Saved Enquiries tile.

Your Saved Enquiries are grouped in alphabetical order. Tap on the desired enquiry from the list to load the results.

Find a saved enquiry - iOS 1

Step 2: Enquiries screen

Tap on your chosen saved enquiry from the home page or Saved Enquiry section to load it.

Find a saved enquiry - iOS 2

 

Android

Download PDF version

 

Step 1: Home Page

If you are on the Home page, you can access all your Saved Enquiries from the Saved Enquiries tile.

Your Saved Enquiries are grouped in alphabetical order. Tap on the desired enquiry from the list to load the results.

Find a saved enquiry - Android 1

Step 2: Enquiries screen

Alternatively, if you are already in the Enquiries module, these are automatically loaded in alphabetical order.

Tap on the desired enquiry from the list to load the results.

Find a saved enquiry - Android 2

 

Drop us an email regarding your query to support@sales-i.com and we’ll get back to you within 24 hours. Alternatively, speak to a sales-i representative on Live Chat.