Inquiries
Review project inquiries
Use the pipeline to record project fit, follow-up, deposits, and outcomes.
Review project fit
An inquiry includes the project type, location, scope summary, timing, budget range, and contact details. Organization type, phone, and who else is involved appear only when the practice asks for them.
Keep the outcome history
Move the inquiry through New, Reviewing, Accepted, Declined, Contacted, Deposit sent, Deposit paid, Won, or Lost only when that event happens. FolioLanding retains the history so later reporting can connect the source to the outcome.