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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.

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 (all comments on the inquiry).
  • General -- Edit the inquiry name, date, status, responsible person, notes, sales probability, and tags.
  • Sales -- Track revenue-related information. Here you find fields for products, rooms, totals, and discounts. Add products or rooms to the inquiry from this tab to build the pricing.
  • 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 -- Fill out inquiry-specific follow-up forms (Questionnaires, Customer Hubs, Partner briefings, Team checklists).
  • 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.

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.