Manual Inquiry Entry allows for users to manually enter inquiries/leads, which will route to the Prospect Manager or Auto-Assign to agents based on the Prospect Group setup. In Order to use Manual Inquiry Creation, a Prospect Group must be setup.
1. Giving Users the Ability to Create Manual Inquiries Adding the "Create Inquiries" tab
- Navigate to the User Record who needs Manual Inquiry Entry
- Scroll down to the Permission Sets related list
- Click on 'Edit Assignments
- Add the "Create Inquiry" Permission Set and click save.
- Click the + Sign
- Click on Customize My Tabs
- Add "Create Inquiry" to your Tabs and click save.