Handle an incoming enquiry workspace
Qualify incoming enquiries, assign an owner and agree a clear next action with the prospective client.
Used byEnquiry coordinator · Sales owner
Handle an incoming enquiry
Qualify incoming enquiries, assign an owner and agree a clear next action with the prospective client.
Each enquiry ends with an owned and dated next action, a qualified handover or a recorded decision not to proceed.
Who it is for: Teams in Installation & Maintenance Companies, Property Care Services, Construction & Renovation Companies, Corporate Service Providers, Agencies, Studios & Consultancies, Recruitment & Staffing Companies, Made-to-Order Manufacturing and Contract Manufacturing.
Business process
- Capture enquiry
- Check need and context
- Assign commercial owner
- Confirm next action
Qualification and routing are included; advertising delivery and automatic lead scoring require separately agreed scope. The exact rules and integrations are agreed during discovery.
Workspaces & apps
Connected parts of your product, each with its own role.
Web workspace
Choose your starting features
Choose the optional features you need. Adding a comment includes an optional feature. Required features stay included.
Required features cannot be excluded from the starting selection.
Features
Required
Foundation
Users can view and change only the records and actions permitted for their client or team.
Feature details
Apply record and action access rules to Enquiry, Client and Contact throughout this process.
Define the permitted records and actions for Enquiry coordinator, Sales owner and Client contact. A client or provider role is limited to its own agreed records; a change of responsibility does not silently expand access.
- Entities
- User
- Role
- Permission scope
- Enquiry
- Roles
- Enquiry coordinator
- Sales owner
- Client contact
- Interfaces
- User and role administration
- Access review
- Enquiry permissions
Describe changes to this feature
Required
Foundation
Status, version and decision changes retain their author, time and reason.
Feature details
Link the state and decision history to the original enquiry so the reason for a changed result can be reconstructed.
Retain the actual progression through Capture enquiry, Check need and context, Assign commercial owner and Confirm next action. Corrections and exception decisions keep their author, time and business reason rather than replacing the preceding evidence.
- Entities
- Action record
- Author
- Decision
- Enquiry
- Roles
- Enquiry coordinator
- Sales owner
- Client contact
- Interfaces
- Record activity timeline
- Version and decision history
- Enquiry audit view
Describe changes to this feature
Required
Foundation
Find records by identifier and key fields, with status and owner filters.
Feature details
Search covers Enquiry, Client and Contact, keeping their identifiers, current state and responsible owners accessible from a working list.
Let Enquiry coordinator, Sales owner and Client contact find the current record, identify its responsible owner and distinguish open work from a confirmed result. Search results respect the same record access boundaries as the detail view.
- Entities
- Enquiry
- Status
- Owner
- Record identifier
- Roles
- Enquiry coordinator
- Sales owner
- Client contact
- Interfaces
- Enquiry register
- Status and owner filters
- Record lookup
Describe changes to this feature
Required
Foundation
Authorized users can export the records and related results available to them.
Feature details
Prepare operational extracts for Enquiry, Client and Contact, limited to the requesting user's authorized records and fields.
Provide a readable operational extract with identifiers and the agreed status or result fields. An export is a copy for review or handover; it does not confirm that another system has received or accepted the data.
- Entities
- Enquiry
- Export selection
- Exported result
- Export request
- Roles
- Enquiry coordinator
- Sales owner
- Client contact
- Interfaces
- Export selection
- Export field review
- Export result
Describe changes to this feature
Required
Core workflow
Link an enquiry, proposal or contract to its client, contact and current terms.
Feature details
Apply client and commercial context to Enquiry, Client and Contact. Keep the relevant record, its current version and the responsible owner together.
The enquiry is handled by Enquiry coordinator, Sales owner and Client contact through Capture enquiry, Check need and context, Assign commercial owner and Confirm next action. Retain the current state and its source record so a later reviewer can confirm the business outcome.
- Entities
- Enquiry
- Client
- Contact
- Next action
- Roles
- Enquiry coordinator
- Sales owner
- Client contact
- Interfaces
- Enquiry details
- Client and commercial context work view
- Decision and action history
Describe changes to this feature
Required
Core workflow
Each active record has an owner, status and dated next action.
Feature details
Apply owner and next action to Enquiry, Client and Contact. Keep the relevant record, its current version and the responsible owner together.
Keep responsibility explicit for Enquiry coordinator, Sales owner and Client contact. When the process cannot proceed, retain the blocker and the agreed next action: An enquiry duplicates an open opportunity: link the records and retain the existing owner before contacting the client again.
- Entities
- Enquiry
- Client
- Contact
- Next action
- Roles
- Enquiry coordinator
- Sales owner
- Client contact
- Interfaces
- Enquiry details
- Owner and next action work view
- Decision and action history
Describe changes to this feature
Required
Core workflow
Retain the proposed version, feedback and confirmed decision before delivery handover.
Feature details
Apply terms version and decision to Enquiry, Client and Contact. Keep the relevant record, its current version and the responsible owner together.
The reviewed outcome is: Each enquiry ends with an owned and dated next action, a qualified handover or a recorded decision not to proceed. A decision must refer to the relevant record or version and retain its supporting evidence. An enquiry duplicates an open opportunity: link the records and retain the existing owner before contacting the client again.
- Entities
- Enquiry
- Client
- Contact
- Next action
- Roles
- Enquiry coordinator
- Sales owner
- Client contact
- Interfaces
- Enquiry details
- Terms version and decision work view
- Decision and action history
Describe changes to this feature
Optional · disabled by default
Optional capabilities
Create reminders from inactivity, proposal expiry or a client event.
Feature details
Apply follow-up rules to Enquiry, Client and Contact. Keep the relevant record, its current version and the responsible owner together.
Include this capability only when its business need and operating rules are agreed. Keep responsibility explicit for Enquiry coordinator, Sales owner and Client contact. When the process cannot proceed, retain the blocker and the agreed next action: An enquiry duplicates an open opportunity: link the records and retain the existing owner before contacting the client again.
- Entities
- Enquiry
- Client
- Contact
- Next action
- Roles
- Enquiry coordinator
- Sales owner
- Client contact
- Interfaces
- Enquiry details
- Follow-up rules configuration and review
- Decision and action history
Describe changes to this feature
Optional · disabled by default
Optional capabilities
Exchange agreed records and statuses with an existing CRM, handling duplicates and failures.
Feature details
Apply crm integration to Enquiry, Client and Contact. Keep the relevant record, its current version and the responsible owner together.
Include this capability only when its business need and operating rules are agreed. The enquiry is handled by Enquiry coordinator, Sales owner and Client contact through Capture enquiry, Check need and context, Assign commercial owner and Confirm next action. Retain the current state and its source record so a later reviewer can confirm the business outcome.
- Entities
- Enquiry
- Client
- Contact
- Next action
- Roles
- Enquiry coordinator
- Sales owner
- Client contact
- Interfaces
- Enquiry details
- CRM integration configuration and review
- Decision and action history
Describe changes to this feature
Optional · disabled by default
Optional capabilities
Link enquiries and downstream outcomes to a source or campaign.
Feature details
Apply source and outcome attribution to Enquiry, Client and Contact. Keep the relevant record, its current version and the responsible owner together.
Include this capability only when its business need and operating rules are agreed. The enquiry is handled by Enquiry coordinator, Sales owner and Client contact through Capture enquiry, Check need and context, Assign commercial owner and Confirm next action. Retain the current state and its source record so a later reviewer can confirm the business outcome.
- Entities
- Enquiry
- Client
- Contact
- Next action
- Roles
- Enquiry coordinator
- Sales owner
- Client contact
- Interfaces
- Enquiry details
- Source and outcome attribution configuration and review
- Decision and action history