Inquiry statuses are intended to help you build up a more effective business workflow.

You can easily create a customized process of Inquiry management by creating rules for their transfer through different statuses. Rules for Inquiry status transfer can be configured on the Settings > Statuses > Inquiries page using the “Statuses you can transfer this status to” checkbox.

Some of your Inquiries may receive a wrong status, usually it happens due to human error. This often results in mishandled Inquiries without converting them into actual sales of service deals. Transferring Inquiries to the wrong status may also trigger sending incorrect automated notifications to your clients. Transfer rules for Inquiry statuses are intended to completely eliminate these unfortunate scenarios.

There is a basic set of transfer rules for Inquiry statuses available in the RemOnline system by default. Inquiries with the “New Inquiry” status can be only transferred to the “In work” status.

Inquiries with the “In progress” status can be transferred to any status from the “Won” and “Lost” status groups.

At the same time, however, Inquiries from the “Won” and “Lost” status groups can not be transferred any further.

As a result, you can use a cross-referenced chain of Inquiry statuses. Meaning that you have basic restrictions when transferring Inquiries to different statuses, along with several options available in some cases.

For greater control and zero human error, you can configure the following rules for Inquiry status transfer. You can create a separate chain of Inquiry statuses by adding new statuses to each group with preset rules for their transfer.

Example: “New Inquiry - website” > “In progress- website” > “Control - website” > “Successful order - website” or “Successful sale - website”.

To configure this chain of Inquiry statuses, you need to select the “New - website” Inquiry status and fill the “In progress- website” checkbox from the list of available statuses.

Next press the “In work - website” Inquiry status and fill the “Control - website” checkbox from the list of available statuses.

Such rule-based order will help you drive human error to the minimum, preventing your employees from putting Inquiries into the wrong status and occasionally having them mishandled.

Inquiry statuses can also be used to make Inquiries automatically converted into successful order / sale, work with badges into the Inquiry table, or become triggers for SMS and email notifications.

The RemOnline system will automatically create a corresponding dialog window when changing the Inquiry status to “Successful order” or “Successful sale”. To complete the Inquiry transfer to this status, your employee will have to create a relevant order / sale.

You can use RemOnline to automatically send notifications to clients and employees based on corresponding events in the Inquiry statuses, which serve as triggers for template notifications and their automated sending.