Find or create an inquiry status

Search the Inquiry Status list for an approved classification and create a new record only when no suitable status exists.

Before you start

• Access to Configurations and permission to view, create, or update sales configuration records.
• Use classifications approved by the organization’s inquiry classification policy.

Steps

1. Search on Inquiry Status — Enters identifying text for the inquiry-status lookup.
2. Apply filter on Inquiry Status — Applies the current search criteria and refreshes the displayed list.
3. New on Inquiry Status — Starts a new Inquiry Status record.
4. Ok on Inquiry Status — Confirms the current action or dialog.
5. Cancel on Inquiry Status — Cancels the current action or dialog.

Result

Cancels the current action or dialog. Confirm this on Inquiry Status.

Screens involved

Configurations > General Settings > Inquiry Status