Inquiries
The lead pipeline from first contact to a trip.
/dashboard/platform/inquiries lists inquiries with tabs for all, new, qualifying, proposal, won, and lost, each with a count. A row shows the name, status, trip type, destinations, party size, budget, earliest travel date, email, and assigned advisor.
Where inquiries come from
The storefront form at /inquiry calls submitInquiry. It creates an inquiry with status new and source website. Seeded inquiries and any created in the dashboard use the same list.
An inquiry has a trip type: honeymoon, family, group, corporate, cruise, or adventure.
Create a trip
On a row in new, qualifying, or proposal, Create trip calls createTripFromInquiry. It:
- uses the inquiry's client, or creates one from the contact details;
- creates a trip in
planning, assigned to the inquiry's advisor (or to you), with the travel window as its dates; - moves the inquiry to
proposal.
If the inquiry already has a trip, the row shows Open trip instead. The action needs canManageTrips.
Status changes
Inquiry status cannot be changed by a raw update. The dashboard changes it only through createTripFromInquiry. The generic list screen can read inquiries.