---
title: 2. Enquiry
description: "2.1.1 Click on relevant contact, and update Type to ‘Lead’ Paragraph                                                     2.1.2 Add notes (NOTE: If customer location is unknown - set details to local a"
---

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# 2. Enquiry

### 2.1 HubSpot

> 2.1.1 Click on relevant contact, and update Type to ‘Lead’

![](https://portal.vikingindustrial.com.au/hubfs/Knowledge%20Base%20Import/Inked2_1_1_LI.jpg)

Paragraph                                                    

> 2.1.2 Add notes

- Add State/Region branch (e.g., for Brisbane branch, you would select QLD)
- Add industry
- Select Tier Rating

![](https://portal.vikingindustrial.com.au/hubfs/Knowledge%20Base%20Import/2_1_2.png)

(NOTE: If customer location is unknown - set details to local and add a Note that “an address wasn’t provided” as shown below)

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