Now when you know how to create new Inquiries in Orderry, it’s time to learn how to manage them in the right way. All newly created items can be found on the “Inquiries” page. For best user experience, the Orderry team has been working hard to provide you with the following features: the Inquiry Table, vast filtering options, badges, advanced search by different criteria, and even more.

Open a dialog window and use setup to configure your Inquiries, simply select what you need by number, or double-click the row you want to review.

This dialog window represents the relevant data on Inquiries, along with their date of creation. Here you can make every field configured to your business needs. Once you’re done, don’t forget to save your progress.

Inquiries may be transferred from one Inquiry status to another as they move through different stages of your workflow. You can change the Inquiry status on the Inquiry Table, or directly in the Inquiry dialog window. Learn more about using Inquiry statuses here. Read full information about Inquiry status setup here.

There are only 2 options available for Inquiries. They can either grow into the “Won” Inquiries (for successful orders / sales), or go to waste marked as the “Lost” ones (for eventually canceled, mishandled, or too expensive deals). To speed up the process, Orderry will automatically open a new dialog window — every time the Inquiry you’re currently working on gets the “Won” status.

With every new Order / Sale you put in the system, a corresponding Inquiry will be automatically updated. Here you can see a dialog window with relevant data and a direct link to the document.

Check out the dialog window of Orders / Sales to review all the relevant information on Inquiries (if available), with a quick option to shift between them.

Note: Your Inquiries can not be modified upon falling into the “Won” category.

Hint: Use the Orderry Reporting feature to track the efficiency of your ads, based on the actual data from Inquiries.

Go to the Inquiry window and click the delete button. You can use group actions for mass deletion.

The deleted Inquiry can be restored in the “Activity log” report.

Generate a report for the “Inquiry deleted” event. Find the deleted request and click the “Restore” button.