Book a demo Sign in
Guests, companies and enquiries

Enquiries and the board

Business that has not happened yet, stage by stage, and the reason a lost one needs.

An enquiry is business that has not happened yet — a wedding party asking for forty rooms, a company asking for a rate. It holds no room: nothing here is visible to the calendar, the channel manager or the night audit. When it is agreed, take the booking on the calendar and link the two.

![Enquiries: the pipeline, the status, new enquiry, and the board.](help-img/crm-enquiries.png)

Do this

  1. Pipeline — enquiries, or corporate and travel trade. Each has its own stages, set under Setup.
  2. Status — open, won, lost.
  3. New enquiry — who, for what, worth how much, closing when.
  4. The board — a column per stage. Drag an enquiry to move it; each stage can carry a task that is raised for the owner when something lands in it.

Losing one

Marking an enquiry lost needs a reason from your hotel's list, the same rule as cancelling a booking, so *Why we lose* under Reports can actually say.

More in Guests, companies and enquiries

What the CRM is, and the Today screenThe CRM holds no second copy of anybody. What the Today tab shows, and what each tab is for. People: guests and prospectsFinding a person, what their record holds, and adding somebody who has not stayed yet. Companies and agentsEvery corporate account and agency already billed, and the prospects that are not yet. Tasks and follow-upsWhat has to be done, by whom, by when — and where a task comes from. SegmentsA saved question, not a saved list: who matches right now, every time it is used. CRM reportsWho is working what, where the business comes from, and why we lose.