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Product Updates
New Featurev1.0.18

Enquiry Pipelines

Enquiries, Now a Fully Managed Workflow

Enquiries have grown from a shared inbox into a proper multi-pipeline workflow, with action-required stages, staff assignment, and a printable Function Sheet on every record.

Different types of enquiry deserve different workflows. Membership prospects don't move through the same stages as booking enquiries or supplier requests. This release lets enquiries live on multiple pipelines side by side, each with its own kanban stages, its own action-required flags, and its own assigned team. And every enquiry carries a Function Sheet: a printable snapshot for internal handoffs and venue distribution.

What's new

Pipelines

  • Multiple pipelines running side by side, one per enquiry type
  • Custom stages: add, rename, and reorder yourself
  • Kanban view per pipeline

Prioritisation

  • Mark specific stages as Action Required
  • Red indicator on the Enquiries sidebar entry when action is needed

Ownership

  • Assign each pipeline to specific staff or teams

Function Sheet

  • Printable snapshot of every enquiry: contacts, status, message, notes, tasks
  • Direct print shortcut in the top right of the sheet

How it works

Configure pipelines and stages once. New enquiries land in the right pipeline at the right stage. Staff drag them along the kanban as they progress; action-required stages surface the workload via the sidebar indicator without anyone having to check. When an enquiry needs a physical handoff, the Function Sheet is one click away.

Where to find it

Enquiries > three-dot menu (Function Sheet). Settings > Enquiries (pipeline configuration).

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