# Inquiry status

## Overview

An Inquiry Status is a named reference value used with sales inquiries. You maintain these
values in the sales configuration area alongside the lists used by the sales-inquiry workflow.

| If you need to… | Go to |
|---|---|
| Reach the list | [Find the Inquiry Status list](#find-the-inquiry-status-list) |
| Check the fields and list layout | [Understand the list and form](#understand-the-list-and-form) |
| Add or change a status | [Add, edit, delete, and export Inquiry Status entries](#add-edit-delete-and-export-inquiry-status-entries) |
| Resolve a validation or deletion message | [When an Inquiry Status operation goes wrong](#when-an-inquiry-status-operation-goes-wrong) |
| Continue with inquiry work | [Inquiries](doc:inquiries) |
| Review the sales flow | [Sales jobs lifecycle](doc:sales-jobs-lifecycle) |
| Maintain related inquiry configuration | [Inquiry types](doc:configuration-sales-inquiry-types) |

![Recognize the Inquiry Status page heading, list, and toolbar before opening an entry.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/49a37c3b84e72c6c9161784bde07e4a4.png)

## Before you start

Prerequisites

- You are signed in with access to the configuration area.
- The subscription feature for this configuration is available to your company.
- You know whether you are reviewing the list or maintaining a status name.
- You know that the visible columns can follow the list setup in use.

The list and its actions depend on the available subscription feature and your configuration
permissions. If the subscription feature is unavailable, the page shows the subscription upgrade
surface instead of the list. When the feature is available, the list shows the columns and actions
provided for your configuration.

## Find the Inquiry Status list

The list is in the Sales configuration area.

Prerequisites

- You are signed in.
- The configuration area is available to you.

Steps

1. Open the Sales configuration area.
2. Select **Inquiry Status**.
3. Confirm that the page heading is **Inquiry Status**.
4. Confirm that the list contains the **Name** column.

![Identify the Inquiry Status list, its Name column, and the New and Refresh controls.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/be04b74bf62d7706cd6edee0077f36dc.png)

**Result:** The Inquiry Status list is open. The list displays the **Name** column, the **New**
control, and the toolbar control titled **Refresh**.

## Understand the list and form

The list uses **Name** for the visible status name; the other configured fields support the
record without appearing as form fields.

| Area | What you see | What it means |
|---|---|---|
| List | **Name** | The visible status-name column. |
| New or edit form | **Name** | The text field used for the status name. |
| Supporting list information | Row order | Not editable in this form. |
| Supporting list information | Status identity | Not editable in this form. |
| Supporting list information | Company association | Not editable in this form. |
| Form rule | Required only where your company configures it | **Name** can be required when your company configures it that way. |
| List layout | No column headers | The list shows its rows without a column-header row. |
| Form content | **Name** only | The form shows **Name** as its visible entry field. |
| Other form types | No repeatable sub-item, select box, date box, percentage, or amount field | The Inquiry Status form shows none of these additional field types. |
| List setup | Your list may show a different set of columns. | Review the columns displayed on your page. |

Selecting **New** opens the New Inquiry Status dialog. The dialog contains one **Name** text
box and **OK**. The required marker was absent in the dialog, and Add more was not present.

![Review the New Inquiry Status dialog, its Name field, and the OK control.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/b4355462da3d0cf9b09b4f9f0a3722a9.png)

## Add, edit, delete, and export Inquiry Status entries

You can add, change, remove, or export an Inquiry Status entry from this page.

| If you need to… | Use this operation |
|---|---|
| Add a status name | Open a new form with **New**. |
| Change a saved status name | Open the row's **Edit** action. |
| Remove a saved status | Open the row's delete menu, then use **Delete**. |
| Prepare a list export | Open the export dialog with **Export**. |

### Add a status

Prerequisites

- The Inquiry Status list is open.
- The **New** control is available.

Steps

1. Select **New**.
2. In the New Inquiry Status dialog, enter the status name in **Name**.
3. Select **OK**.

For a valid new entry, the save operation adds the returned entry to the list and shows
`Data saved Successfully`.

**Result:** The new status entry appears in the Inquiry Status list.

### Edit a status

Prerequisites

- The Inquiry Status list contains the status row you want to change.
- You have permission to edit the row.

Steps

1. Select the row's **Edit** action.
2. Replace the value in **Name**.
3. Select **OK**.

For a valid edit, the updated entry replaces the existing row and shows
`Data updated Successfully`.

**Result:** The changed status name appears in the list.

### Delete a status

Prerequisites

- The Inquiry Status list contains the status row you want to remove.
- You have permission to delete the row.
- More than one list item remains after the deletion.

Steps

1. Open the row's delete menu.
2. Read the confirmation text, `Are you sure you want to delete this item?`.
3. Select **Delete**.

For a successful deletion, the row is removed and the page shows `Data Deleted Successfully`.

**Result:** The selected status no longer appears in the list.

### Export the list

Prerequisites

- The Inquiry Status list is open.
- The export action is available.

Steps

1. Select **Export**.

**Result:** The export dialog opens for the Inquiry Status list.

## Handle access and runtime branches

What appears on the page depends on your subscription, permissions, and list setup.

| Condition | What appears |
|---|---|
| The subscription feature is unavailable | The subscription upgrade surface replaces the list. |
| The page setup hides new entries | **New** is hidden. |
| Your editing permission is unavailable | The row's **Edit** action is hidden. |
| Your deletion permission is unavailable | The row's delete menu is hidden. |
| Your saved list setup supplies different columns | The list follows that setup and shows the columns it provides. |
| You open a related reference list | That list can show fields suited to its own entries rather than the fields shown here. |

The page presents the same list-and-form arrangement used by related reference lists, with the
Inquiry Status fields shown here.

## When an Inquiry Status operation goes wrong

Use the message on screen to identify the operation that stopped and the correction to make.

| What you see | What it means | What to do |
|---|---|---|
| `Field is required` | The configured required rule has no value. | Enter a value in **Name**. |
| `Name is required` | The form's **Name** validation rule has no value. | Enter a value in **Name** before selecting **OK**. |
| `Just '_' '-' And '.' Characters Accepted` | The value contains a character outside the accepted pattern. | Replace the disallowed character in **Name**. |
| `Forbidden characters detected. Please remove them and try again.` | The list filter contains a forbidden character. | Remove the forbidden character from the filter, then apply the filter again. |
| `Related to Saved data, Can't be deleted` | Related saved data prevents deletion. | Keep the status entry and review the related saved data. |
| `Failed to Delete` | The deletion request failed. | Keep the status entry and retry after checking the row and access. |
| `Must have at least one item` | The list cannot be reduced below one item. | Keep at least one status entry. |

After a successful add, the page shows `Data saved Successfully`. After a successful edit, it
shows `Data updated Successfully`. After a successful deletion, it shows `Data Deleted Successfully`.

## Continue with related sales configuration

Inquiry Status belongs to the sales-inquiry configuration set. Continue from the work you need
to do next.

| If you need to… | Open |
|---|---|
| Work with sales inquiries | [Inquiries](doc:inquiries) |
| Review the complete sales flow | [Sales jobs lifecycle](doc:sales-jobs-lifecycle) |
| Maintain inquiry types | [Inquiry types](doc:configuration-sales-inquiry-types) |
| Maintain offer statuses | [Offer status](doc:configuration-sales-offer-status) |
| Maintain order statuses | [Order status](doc:configuration-sales-order-status) |
| Maintain lost reasons | [Lost reasons](doc:configuration-sales-lost-reasons) |
| Maintain regret reasons | [Regret reasons](doc:configuration-sales-regret-reasons) |
| Maintain cancellation reasons | [Cancellation reasons](doc:configuration-sales-cancellation-reasons) |
| Maintain order-cancellation reasons | [Order cancellation reasons](doc:configuration-sales-order-cancellation-reasons) |

**Result:** You have a route from Inquiry Status to the sales-inquiry workflow and its related
reference lists.