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Action Menu: Managing Inquiries

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Introduction to Inquiries (Leads)

An Inquiry—also known as a lead—is an initial request from a potential client expressing interest in hosting an event at your venue. It typically includes basic event details such as dates, attendee numbers, and space or room needs.

This article provides step-by-step guidance on how to manage inquiries after they’ve been created, helping you track potential business and move leads through the sales process efficiently.

Navigate to Home > Event Management > Actions > Inquiries
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Action Menu > Inquiries

Locating an Inquiry

To begin managing an inquiry, you’ll first need to locate it from the Inquiry Home Screen. Use the following search and filter options to find the specific inquiry you’re looking for:

  • Start Date:
    Enter the start date of the inquiry. You can also leave this field set to the current business day.

  • End Date:
    Enter the end date of the inquiry or extend the date range further into the future to include long-term inquiries.

  • Search Box:
    Type the name of the event into the search box to find matching results.

  • Filter by Status:
    Use this dropdown to filter inquiries by their current status, such as Open, In Progress, Dormant, or Turned Down.

  • Filter by Coordinator:
    Use this option to filter inquiries by the assigned event coordinator.

Once you've located the desired inquiry, click the blue “Open” button to view and manage its details.
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Locating an Inquiry


Updating the Inquiry Status

To change the status of an inquiry:

  1. Navigate to the top of the screen and locate the status dropdown to the right of the Inquiry label.

  2. Click the dropdown and select the new status from the list of available options.

  3. A Change Sub-Status confirmation window will appear.

  4. Click the blue Change button to save and apply the new status.

✅ Updating the status helps track the progress of the inquiry through your sales pipeline (e.g., Open → In Progress → Qualified → Turned Down).
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Inquiry Status Dropdown


Editing Inquiry Details

  1. Click the pencil icon to edit the following sections:

    • Event Name

    • Event Information

    • Coordinators

    • Booker Contact Information

    • Additional Information

    • Guarantee Information

    • Group Block Details

  2. Make the necessary changes in the selected section.

  3. Once your edits are complete, click the blue Save button to save your changes and return to the inquiry details screen.

Tip: Always save your changes to ensure the updated information is recorded.
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Editing Inquiry Details


Viewing Inquiry Change History (Audit Log)

To review any changes made to the inquiry:

  1. Go to the Actions Menu at the top of the screen.

  2. Click the dropdown arrow, then select Audit Logs from the list.

  3. The Audit Log screen will appear, displaying a detailed list of all changes made to the inquiry since its creation, including:

    • Date and time of the change

    • Field(s) updated

    • Original and updated values

    • User who made the change

đź“ť Use the Audit Log to track updates and ensure accurate record keeping throughout the inquiry lifecycle.
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Audit Logs