Corporate Gifts · Enquiry Book
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Corporate Gifts · Enquiry Book
Every enquiry, one ribbon.
WhatsApp, calls and email — tracked in one shared board for the whole team.
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All stages
All sources
WhatsApp
Call
Email
Everyone
Team
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+ New Enquiry
Date
Customer
Source
Assigned
Stage
Value
Follow-up
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New Enquiry
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Customer Name *
Company
Phone / WhatsApp
Email
Source *
WhatsApp
Call
Email
Assigned To
Gift / Product Interest
Stage *
New
Contacted
Interested
Not Interested
Quote Sent
Sample Sent
Negotiation
Converted
Lost
New → Contacted → Interested → Quote Sent → Sample Sent → Negotiation → Converted/Lost, or Not Interested → Lost.
Estimated Value (AED)
Reason for Lost
Enquiry Date
Follow-up Date
Notes
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