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Configure Inquiry Status

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2 min readUpdated

Administrator Guide › Configuration › General Settings

Inquiry Status — Configurations › General Settings › Inquiry Status

Overview

Use Inquiry Status to access the General Settings area where inquiry-status records are maintained. Administrators use this page when they need to review the existing inquiry-status list or begin defining an additional status record.

Inquiry status configuration supports the inquiry process used before an inquiry progresses into subsequent commercial activity. Use consistent status definitions so that inquiry records can be classified consistently across the organization.

Before you start

You must be signed in to access the Inquiry Status page.

Note: This page is available from the General Settings configuration area. Ensure that you have access to the configuration navigation before starting.

Steps

  1. Sign in to the application.

  2. Navigate to Configurations > General Settings > Inquiry Status.

  3. Review the existing inquiry-status records displayed on the Inquiry Status page.

  4. To begin creating an additional inquiry-status record, select New.

Tip: Review the existing status records before selecting New to help maintain consistent inquiry-status naming.

Troubleshooting

SymptomLikely causeFix
You cannot open Inquiry Status.You are not signed in.Sign in, then navigate to Configurations > General Settings > Inquiry Status.
You cannot locate the configuration page.The General Settings navigation path was not used.Open Configurations, select General Settings, and then select Inquiry Status.

Result

The Inquiry Status configuration page is open, and you can begin adding an inquiry-status record by selecting New.

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