How to Find & Filter Enquiries
As your pipeline grows, scrolling through every quote request stops working. The Enquiry List gives you a fast, filterable view of every enquiry your team has logged — so you can jump straight to the one you need, whether it’s a specific customer, everything still pending, or every request that came in from your webstore this week.
Open the Enquiry List
From the main navigation, go to Enquiries. The list opens showing all enquiries for your branch, newest first.
Each row shows the key details at a glance:
| Column | What it shows |
|---|---|
| S.No | Row number for the current page |
| Enquiry No. | The unique enquiry reference — click it to open the enquiry |
| Customer | The linked customer’s name (with a Guest badge if the enquiry came in from your webstore) |
| Enquired On | The date and time the enquiry was created |
| Enquiry Source | Where the enquiry came from (shows Manual when no source was recorded) |
| Status | Open, Pending, or Converted To Order |
Tip: Click any Enquiry No. or Customer name to open that enquiry. If it has already been converted to an order, the row appears greyed out and is no longer editable.
Understanding Enquiry Statuses
The list uses a simple, two-stage lifecycle:
| Status | Meaning |
|---|---|
| Open | A newly created enquiry that hasn’t been actioned yet |
| Pending | An active enquiry you’re still working |
| Converted To Order | The enquiry has been turned into a rental or lease order and is now closed |
There is no “Lost”, “Rejected”, or “Cancelled” status for enquiries. To remove an enquiry you no longer need, use the Delete action on its row (requires write access). To turn a live enquiry into an order, see How to Convert an Enquiry to an Order.
Quick Search
The fastest way to find one enquiry is the Search Enquiries box. Start typing and the list filters as you go — there’s no need to press Enter. Clear the box to return to the full list.
Filtering the List
For narrower results, open the filter panel.
Step 1 — Show the filters
Click Show Filters in the top-right of the page. A filter panel opens above the table. If any filters are already active, a red count badge appears on the button so you always know when the list is filtered.
Step 2 — Apply one or more filters
You can combine any of these filters — the list narrows to enquiries that match all of them:
| Filter | How it works |
|---|---|
| Search Enquiries | Free-text search across the enquiry |
| Status | Pick one or more of Pending / Converted To Order |
| Customer | Type part of a customer’s name to match |
| Enquired On | Pick a date to see enquiries created on that day |
| Enquiry Source | Pick one or more sources: Phone, Email, Walk-in, Website, Webstore |
Multi-select filters: Status and Enquiry Source let you choose several values at once — for example, select both Website and Webstore to review every online lead in one view.
Step 3 — Review and clear filters
Active filters appear as coloured chips below the toolbar so you can see exactly what’s applied. To start over, click Clear All to remove every filter and return to the full list. Click Hide Filters to collapse the panel while keeping your selections.
Sorting the List
The list is sorted by most recent first by default. Click a sortable column header to re-sort the table; click again to reverse the order. Sorting and paging happen on the server, so results stay accurate even across large pipelines.
Row Actions
Each enquiry row has quick-action icons on the right:
| Action | What it does |
|---|---|
| Download Quote | Downloads a branded PDF quote for the enquiry |
| Convert to Order | Opens the convert flow to create a rental or lease order |
| Delete | Removes the enquiry after a confirmation prompt |
Some actions are unavailable in certain states. Once an enquiry is Converted To Order, its actions are disabled because it’s locked. For Guest enquiries from the webstore, the download and convert actions stay disabled until you promote the guest to a real customer first.
Guest Enquiries
Enquiries submitted through your public webstore show a Guest badge next to the customer name. These are unqualified leads captured before a customer record exists. To work a guest enquiry as a normal one — download its quote or convert it — promote it to a customer first. See Why Enquiries Matter for how guest leads flow into your pipeline.
Who Can See and Manage Enquiries
- The Enquiries area is part of the Enquiry Management module (available on Growth plans and above).
- Viewing the list requires the enquiries.read permission.
- Creating (New Enquiry), editing, converting, and deleting enquiries require the enquiries.write permission. Users with read-only access can browse and open enquiries in a view-only mode, but the write actions are hidden or disabled.
Enquiries are scoped to your active branch. Create, edit, and convert actions are guarded so staff only work enquiries for the branch they’re operating in.