<!-- https://vuela.cloud/en/docs/inquiries/ -->

Language: [Español](https://vuela.cloud/es/ayuda/consultas.md)

# Inquiries

> Every trip someone asks you for is an inquiry. Open it, follow it across the stage board and never lose one.

Sales · [All help](https://vuela.cloud/en/docs.md)

Watch how it's done: https://vuela.cloud/docs/en/inquiries.mp4

An **inquiry** is a trip a customer asked you for: where they want to go, when, with whom and on what budget. Everything you do to sell it (proposals, tasks, payments) hangs off the inquiry.

## Open an inquiry

1. Go to **Inquiries** and press **New inquiry**.
2. Choose the **Customer**, or create a new one from the same list with **+ New customer…**.
3. Fill in the **Destination** and **From**, the departure and return dates, the **Budget** with its currency, and some **Notes** if needed.
4. Press **Create inquiry**.

The inquiry lands in the **New** column of the board.

> The destination names the inquiry everywhere in the app. Write it the way the customer would: "Bariloche" or "Ubud, Indonesia".

## The stages

| Stage | What it means |
|---|---|
| **New** | Just arrived. You haven't quoted yet. |
| **Quoting** | You're building or have sent proposals. |
| **Booked** | The customer accepted a proposal. |
| **Traveling** | The trip is under way. |
| **Completed** | The trip is over. |
| **Lost** | The customer didn't go ahead. |

To move an inquiry, drag its card to another column. In the table view, change it from the **Stage** picker.

When the customer accepts a proposal (from their link, or because you mark it accepted), the inquiry moves to **Booked** on its own and the inquiry's other proposals are rejected.

## Board or table

At the top right, choose **Board** or **Table**.

- The **Board** shows each inquiry as a card, with its value, travelers, dates and next task. When the next task is overdue, the card turns it red.
- The **Table** lets you compare everything at once: stage, dates, next action, budget and value.

## Open an inquiry's work

Press a card to go straight to its most recent proposal. If it has none yet, you land on the screen that creates the first one.

## Filter

**Filter** searches by title or customer, and narrows by departure (**Next 30 days**, **Next 3 months**, **Later**, **No date set**) or by budget.

## Edit, mark lost or delete

From the card's **⋯** menu, **Edit inquiry** or delete it. Deleting it also deletes its proposals and follow-up tasks.

An inquiry with payments can't be deleted: mark it **Lost** instead.

## An inquiry's value

The value on each card comes from the items' prices, not from the budget the customer gave you:

- if the inquiry has an accepted proposal, it's that proposal's total;
- otherwise, it's the total of its highest open proposal.

So the board shows what you're really selling. Each inquiry has one currency, and its value only adds up items in that currency.

**Not using Vuela yet?** Try it free for 14 days, no card. [Try it free](https://crm.vuela.cloud/register?plan=monthly&lang=en)

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