What it is
Enquiry Pipeline helps you see open opportunities by stage, such as new, quoted, follow-up, converted, or lost, depending on the workspace workflow.
How to use it
- Open an enquiry card to review details.
- Move enquiries between stages if your role allows it.
- Convert an enquiry to an order, lead, or request, or mark it lost if those actions are available.
- Use Add Task from pipeline cards when a customer needs follow-up.
- Use value, priority, owner, and close date fields if enabled in your workflow.
Permissions
Admins can usually manage workspace-wide records. Users may only edit allowed records based on ownership, team visibility, and shared edit settings.