Enquiries
Everything that has come in, who owns it and what happens next. Drag a card between columns — the count and the value at the top recompute as it lands, and the move is saved.
Open
0
$0 of possible work
Follow-up overdue
0
0 more due today
Quoted, waiting
0
$0 out with customers
Win rate
0%
0 won of 0 decided
New
0 $0
Drop an enquiry here
Qualifying
0 $0
Drop an enquiry here
Site visit
0 $0
Drop an enquiry here
Quoted
0 $0
Drop an enquiry here
Won
0 $0
Drop an enquiry here
Lost
0 $0
Drop an enquiry here
An enquiry with no next action is an enquiry nobody is chasing, so the card says so in red once the date has gone past. Quote it carries the customer, the site and the contact across, so nothing is retyped.
Log an enquiry
Straight onto the board. It is still there after a refresh.