LUMARY Enquiries Quick Reference Guide
How To
Create New Enquiry
1. On the Lumary navigation bar:
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
Find the Enquiries tab.

Next to the Enquiries tab name, click
New Enquiry.
and select
Complete New Enquiry
The New Enquiry window displays.
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2. General Enquiry section:
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Date Received: Enter the enquiry date.

Assigned To: Select your name.

Is the Enquirer the Client: Select Yes or No.

Client: If the client exists in Lumary, find and select
their name. Otherwise leave blank.
3. Enquirers Details section: If the enquirer is not the
client, enter their details. Otherwise leave blank.
4. Client Details section: Enter as much of the client’s
details as possible.
Note: If an enquiry is converted to a client, you can
capture more information about the client then.
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LUMARY Enquiries Quick Reference Guide
How To
Complete New Enquiry continued
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5. Client Contact Details section: If provided, enter the
client’s contact details.
6. Client Address section: If provided, enter the client’s
address.
7. Details section: If asked by Marketing or if details are
provided during the enquiry, enter the enquiry referral
details.
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Complete New Enquiry continued
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8. Outcome Details section:

 Outcome Details: Enter any supporting comments.
9. Click Save.
The Enquiry record is created.
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Enquiry Outcome: Select the relevant outcome.
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LUMARY Enquiries Quick Reference Guide
Key Information
How To
Find Enquiry
Enquiry Outcomes
Do any of the following:
The following is a guide to selecting the relevant outcome:

Search Lumary by any term related to the enquiry.

On the Lumary navigation bar, click the Enquiries tab and find the
enquiry from a list view.
Edit Enquiry

Information Provided: Select if the enquiry outcome has been dealt
with and no further action is required.

Referred to Another Service Provider: Select if this is the outcome of
an enquiry.

Follow up task: Select if further action is required to complete or
resolve the enquiry.

Find and open the enquiry.

On the Enquiry record, click the Edit button.


In the Edit ENQ-<ID> window, update the required fields and click the
Save button.
Converted to client: Select if the client is ready to proceed for a
service assessment.

Other: Select if no other outcome is applicable, and enter the details
in the Outcome Details field.
Hint: On the Details tab, you can also click the field Edit button (
next to a field to enable Edit mode.
)
Convert Enquiry
Hints and Tips

Find and open the enquiry.


On the Details tab, enable Edit mode.
If you can’t see the Enquiries tab in your navigation bar: Click
Add More Items > All > + Enquiries > Add 1 Nav Item > Save.

Scroll down to the Enquiry Outcome field and select Converted to
Client.


Update the Outcome Details field.
To add a follow up task for this enquiry, click the Activity tab > New
Task. Use the Assigned To field to assign the task to yourself or to
someone else.

Click the Save button.
Hint: To open the new client Contact record, scroll up to the Client
field and click the name.
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