Adding and Managing Employees

Employees can be created within Enquire MAP to differentiate them from the lead base. This will prevent them from skewing reports.

Additionally, after an employee has been specified in Enquire MAP, they can be easily added to contact lists (i.e. Sales distribution lists).

Creating an Employee

 Administrative privileges are required in order to create and manage employees.

1. From the left hand menu select Administration.
2. From the sub menu select Account Settings.

   

3. Scroll down the page to location and select the Employees tab.
4. Click the Add Employee button.

   

5. Fill in the information for the employee.
6. Click Save.

Adding Employees to Contact Lists

 Adding employees to contacts lists can be useful for ensuring they receive lead notification emails and other pieces of communication. 

1. From the employee list, click the Pencil Icon next to an employee to edit their record.
2. Scroll to the bottom of the employee record and locate the Contact Lists section. This section will show all lists the employee is currently in.
3. To add the employee to a new list, click +Add to List.
4. Select the desired list from the drop down.

   NOTE: If the employee will need to receive Lead Notification emails, add them to the Sales Distribution List.

5. Click Save.