內容簡介
RWS Enquiry外掛程式允許您新增新的查詢/銷售線索，以及管理有關該線索的後續追蹤。您可以在「追蹤」菜單或儀表板屏幕上查看待處理和今天的後續追蹤。
特色
易於安裝和使用。
與WordPress的所有版本完美配合使用。
今天和待處理的追蹤顯示在儀表板上。
對於單個銷售線索，您可以添加多個後續追蹤。
短碼將幫助您在網頁/文章中添加查詢表單。
您可以在「查詢」菜單下查看所有查詢，並允許為每個查詢編輯、刪除、添加和查看後續追蹤。
欲瞭解更多詳細信息，請閱讀官方說明文件。
如何使用它
啟用插件後，您將在儀表板菜單上看到查詢和後續追蹤選項卡。
添加新查詢，從「查詢」菜單中點擊「新增查詢」子選項，然後從後臺或管理面板添加新查詢
從前端添加新查詢，創建一個新頁面，添加[rws_enquiry]短碼，然後查看該頁面。在此頁面中，查詢表單會出現。非登錄用戶可以填寫此表單，就像聯繫表單一樣。
查看所有查詢，從「查詢」菜單中點擊「所有查詢」，您可以看到所有銷售線索或查詢（由登錄和非登錄用戶添加），並根據其後續追蹤進行排序。
添加後續追蹤，從「查詢」菜單中點擊「所有查詢」，您可以看到所有銷售線索或查詢與後續追蹤操作「添加」按鈕，您可以添加後續追蹤備註和下一個追蹤更新的日期。
查看後續追蹤，從「查詢」菜單中點擊「所有查詢」，您可以看到所有銷售線索或查詢與後續追蹤操作「查看」按鈕，點擊它，您可以查看所有帶有相關日期的後續追蹤。
今天的後續追蹤，第一個是在儀表板上，第二個是在追蹤菜單上。您可以看到所有待處理的後續追蹤（例如下一個追蹤更新未設置）和今天的後續追蹤
外掛標籤
開發者團隊
② 後台搜尋「RWS Enquiry And Lead Follow-up」→ 直接安裝（推薦）
原文外掛簡介
RWS Enquiry plugin allows you to add the new enquiry/Lead and to manage the follow-ups regarding that lead. You can review the follow-ups which are pending and today’s follow-ups in the Follow-Ups menu or on dashboard screen.
Features
Easy install and use.
Works perfectly with all versions of WordPress.
Today’s and Pending Follow-ups are displayed on the Dashboard.
For single lead you can add multiple follow-ups.
Shortcode will help you to add the enquiry form on pages/post.
You can see the All Enquiries, below the Enquiry menu and you allow to Edit, Delete, Add and View Follow-ups for each Enquiry.
For more details read official documentation.
How to use it
Once you activate the plugin, you will see the Enquiry and Follow-Ups Tab on dashboard menu.
Add New Enquiry, Click ‘Add New Enquiry’ submenu from Enquiry Menu then add new enquiry from backend or admin panel
Add New Enquiry from Frontend, Create a new page and add [rws_enquiry] shortcode then view page. In this page, enquiry form appears. Non logged users can fill this form like a contact form.
View All Enquires, Click ‘All Enquires’ from Enquiry menu, you can see the list of all leads or enquires (added by logged and also non logged users) with respect to their follow-ups.
Add Follow up, Click ‘All Enquires’ from Enquiry menu, you can see the list of all leads or enquires with follow up action Add button, you can add follow up a note and next follow update.
View Follow up, Click ‘All Enquires’ from Enquiry menu, you can see the list of all leads or enquires with follow up action View button click on it, you can see all follow-ups with dates respective with lead.
Todays Follow-ups, First On the dashboard, Second On Follow up Menu. You can see all pending follow up (like where next follow update not set) and today’s follow-ups
