Farm Equipment Sales and Rentals for Meeting Short-Term Needs Workflow

Customer Inquiry

Type: Create Task

**Customer Inquiry** This workflow step is triggered when a customer submits an inquiry through various channels such as phone, email, or online form. The objective of this step is to acknowledge receipt of the inquiry and initiate the process of gathering information required to provide a response. The following tasks are performed during this step: * Verify customer contact details * Assign an inquiry number for tracking purposes * Record the nature of the inquiry in the CRM system * Inform the customer that their inquiry has been received and is being processed Upon completion, this workflow step hands over control to the "Response Generation" step, where a personalized response will be crafted based on the information gathered.