Enquiry funnel flow
1
New Enquiry
Basic info
2
Qualify
Gather details
3
Assess
Site visit
4
Design
Concept proposal
5
Quote
Send pricing
6
Negotiate
Finalize terms
7
Confirm
→ becomes Project
Cards:Concept = new leads, not yet qualifiedQuotation = quote sent, waiting for client responsePipeline Value = total estimated value of all active enquiries (potential revenue)
Showing 20 of 75 enquiries
D
Discovery button opens the qualification funnel — use this to gather client details step by step.
Q
Quote button opens the quotation builder. Run Scope first to set fee multipliers.
S
Scope column shows readiness: READY = scoped, NEEDS CONFIRM = incomplete, NOT SCOPED = hasn't been assessed yet.