Overview: Inquiries
An inquiry captures general information about a lead, including the account and contact, arrival date, number of guestrooms, event requirements and potential revenue. You can also create tasks and appointments and send emails directly from the inquiry.
If the client decides to proceed and requests a proposal or contract, you can create a booking from the inquiry. If the business does not materialize, you can turn down the inquiry and keep a record of the opportunity as a future prospect.
Inquiries are created in one of two ways:
- You can manually create the inquiry using the New Inquiry page.
- If your property integrates with MeetingBroker, MeetingBroker can send an RFP to your property from one of your channels and automatically create the inquiry.
An inquiry is a private record by default. This means only the inquiry owner can edit the details. Other users can add new activities to the inquiry but cannot modify the inquiry details or any of the associated records.