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Workspace Navigation, Cockpit, Inquiry Inbox, and Booking Pipeline

Everything you do in Eventyflow happens inside your workspace. The sidebar on the left is your main navigation.

The sidebar is organized into these groups:

  • Home -- Cockpit, Inquiry Inbox
  • Inquiries -- Booking Pipeline, Inquiries, Event Forms (available depending on your plan). Event Forms expands into All, Questionnaires, Customer Hubs, Partners, and Team checklists.
  • Forms
  • Catalog
  • Files
  • Settings, Documentation, Support (at the bottom)

Cockpit​

Open Cockpit from the sidebar. The page is split into focused areas:

  • Sales Navigator -- Current open pipeline, new inquiries, follow-ups, high-potential opportunities, and inquiries that need attention.
  • Operations -- Today's schedule, upcoming bookings, and latest activity.
  • Inquiry Analytics -- Inquiry and response performance for the selected date range.

The date range filter applies to Inquiry Analytics only. It does not change the Sales Navigator queues, because those always show the current open pipeline.

Each Sales Navigator card has an Open inquiry dossier action that opens the inquiry dossier as a modal -- the same view you find on the inquiry detail page.

Inquiry Inbox​

Open Inquiry Inbox from the sidebar. This is where new form submissions and messages land. An inquiry is created when a customer submits a form -- it appears here automatically. Process items in the Inbox: read them, reply, assign them to a responsible team member, or move them into the Booking Pipeline.

Booking Pipeline​

Open Booking Pipeline from the sidebar. It is a Kanban board for your inquiries that gives you a visual overview of where every booking opportunity stands in your sales process.

Status columns​

The board has six columns, one for each inquiry status:

  1. New -- Freshly created inquiries that have not been reviewed yet.
  2. Qualified -- Inquiries that have been reviewed and deemed a real opportunity.
  3. Proposal Sent -- Inquiries where you have sent a proposal or offer to the customer.
  4. Booked -- Confirmed inquiries.
  5. Cancelled -- Inquiries that have been cancelled.
  6. Completed -- Inquiries that have taken place and are finished.

Moving inquiries between stages​

Drag and drop an inquiry card from one column to another to change its status. The status updates immediately. If you move an inquiry to Cancelled or Completed while archived inquiries are hidden, the card fades out after a moment and disappears from the board.

Quick filters​

Above the board, Quick filter chips give you one click access to common slices: With next step, Without next step, and Assigned to me. They use the same chips you find on the inquiry list. The two next-step chips are mutually exclusive; Assigned to me can be combined with either.

Open inquiry dossier from a card​

Each pipeline card has an Open inquiry dossier action (file icon in the card header). It opens the same inquiry dossier you see on the inquiry detail page as a modal, so you can review status, key figures, the next step, contact details, and the inquiry history without leaving the Booking Pipeline. The same action is also available on every Sales Navigator card on the Cockpit.

Quick-edit modal for sales metadata​

Click the quick-edit button on a pipeline card to open a modal where you can update sales-related fields without leaving the board:

  • Sales probability -- How likely the inquiry is to be booked (percentage).
  • Forecast revenue -- Expected revenue for this inquiry.
  • Strategic value -- Rate the inquiry as Low, Medium, High, or Prestige.
  • Responsible person, Lead source, Next step, and Tags.
  • Important notes -- Free-text notes visible on the pipeline card.

Save your changes from the modal, or click View full inquiry to open the complete inquiry detail page.

Search and filters​

Use the search bar at the top to filter pipeline cards by inquiry name, organizer, timeframe, responsible person, next step, lead source, notes, or tags. The search updates the board instantly as you type.

Display options​

  • Compact mode -- Toggle compact mode to reduce card height and fit more inquiries on screen.
  • Show archived inquiries -- Toggle this switch to include Cancelled and Completed inquiries on the board. When turned off, only active inquiries (New, Qualified, Proposal Sent, Booked) are visible.
  • List view -- Click the list view button to switch to the inquiry list table instead.

Calendar​

The calendar is currently hidden from the sidebar. Use Operations on the Cockpit and Inquiries to review upcoming bookings.

Notifications​

Click the bell icon in the top navigation bar, or open your user menu at the bottom of the sidebar and select Notifications. This is where you find all alerts about activity in your workspace -- new inquiries, form submissions, reminders, and more.

For full details, see Notifications.