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Inquiry List and Inquiry Detail

Inquiry list​

Open Inquiries from the sidebar. You see all inquiries in your workspace.

  • Search by name or keyword.
  • Filter by status, date, or responsible person to narrow things down.
  • Quick filters above the table give you one click access to the most common views:
    • With next step -- only inquiries that have a next step planned.
    • Without next step -- only inquiries that are missing a next step.
    • Assigned to me -- only inquiries where you are the responsible person.
  • Click on any inquiry to open its detail view.

You can combine Assigned to me with one of the next-step filters; the two next-step chips are mutually exclusive.

Create an inquiry​

  1. Click the + button in the inquiry list.
  2. Fill in the inquiry name and date.
  3. Save.

The new inquiry opens in the detail view where you can add more information.

Cancel an inquiry​

  1. Open the actions menu on the inquiry's row in the list.
  2. Choose Cancel.
  3. In the confirmation dialog, confirm with Cancel again.

The inquiry moves to the Cancelled status. This action cannot be undone. Cancel is only available if you may delete inquiries and the inquiry is not already cancelled.

Inquiry detail​

The detail view has several tabs. Here is what you can do:

  • Dossier -- One-page overview of the inquiry:
    • The header shows the status, strategic value, and warnings.
    • Below the header, four key figures: pipeline value, weighted revenue, win probability, and event date.
    • The left column carries the important note, the next step, contact and assignee details, tags, and location.
    • The right column has three tabs: History (audit log of changes -- admin and owner only), Follow up (linked detail forms with their status), and Comments (see Comments below).
  • General -- Edit the inquiry name, date, status, responsible person, notes, win probability, and tags.
  • Sales -- Track revenue-related information. Alongside products, rooms, totals, and discounts, the Sales Metrics section lets you set the Win Probability, the Forecast Revenue, and the Strategic Value (Low, Medium, High, or Prestige). Add products or rooms to the inquiry from this tab to build the pricing.
  • Custom Details -- Edit the inquiry's custom fields and review the answers saved from connected forms. Form answers appear read-only under Form Details.
  • Products -- See linked products and their pricing summary. This tab only appears when products are linked.
  • Rooms -- See linked rooms and their pricing summary. This tab only appears when rooms are linked.
  • Event Forms -- Manage inquiry-specific follow-up forms (Questionnaires, Customer Hubs, Partner briefings, Team checklists). See Event Forms tab below for the in-tab actions.
  • Files -- View all files uploaded via Event Forms for this inquiry. Files are automatically deleted 60 days after the event end date.
  • Workflows -- See scheduled, active, and completed workflow runs for this inquiry. You can cancel a scheduled or running workflow directly from this tab. This tab only appears when your plan includes Workflows.

A single Save persists changes across all tabs.

Event Forms tab​

The Event Forms tab lets you manage the follow-up forms attached to an inquiry:

  • Add Form -- attach a new form to the inquiry.
  • Filter the list by intent (Questionnaire, Hub, Briefing, Checklist, or all).
  • Open a row to see the form details, then:
    • View Response -- open the submitted response.
    • Activate for Customers / Deactivate for Customers -- control whether an external form is reachable by your customer.
    • Review earlier versions with View version, or jump back with View current version.
  • From an open response you can export a PDF copy (see View original response).

View original response​

For inquiries that were created from a form submission, the inquiry header shows View Original Response.

  1. Click View Original Response to open the response.
  2. Use the arrows to move between earlier versions of the response.
  3. Use the PDF action in the response to download a copy.

Comments​

The Comments tab in the dossier sidebar is where your team discusses the inquiry:

  • Type a comment in the field and Send it.
  • Choose a comment type -- Sales or Operations -- so colleagues can filter the discussion.
  • Reply to a comment to keep related notes together (up to three levels deep).
  • Add an emoji reaction to a comment.
  • Pin an important comment so it stays at the top, or Unpin it later.
  • Use the search field to find a comment by its text.

More actions​

The More menu in the inquiry header (the ⋯ button) holds extra actions:

  • Run Workflow -- pick an active manual workflow and run it for this inquiry on demand. Available when your plan includes Workflows and you may edit inquiries. If no manual workflows are active, the dialog says so.
  • Send Webhook -- pick an active webhook automation set up for events and send it for this inquiry. Available when you may edit inquiries. If none are configured, the dialog says so.
  • History -- open the audit log of changes (admin and owner only).

Editing conflicts​

If another user is currently editing the same inquiry, you see a notification at the top. Saving is blocked until the other user finishes or their session expires.

Inquiry statuses​

Inquiries can have these statuses:

  • New
  • Qualified
  • Proposal sent
  • Booked
  • Cancelled
  • Completed

You can freely change the status at any time -- it's not a fixed sequence. Set whatever status reflects the current state of the inquiry.