Sales inquiries
An unqualified commercial inquiry from a website, portal, email, API, or other channel, received before it becomes a qualified opportunity.
- API name:
salesinquiries - Domain: Sales
- Modules: Sales analytics, Sales
Fields
The API name is what the API, MCP and the CLI use.
| Name | API name | Type | Required | Description |
|---|---|---|---|---|
| ID | id | Record ID | Yes | |
| Subject | label | Text | ||
| Number | uid | Text | The number is a human-readable, unique identifier for the record. | |
| Name | name | Text | Person who submitted the inquiry. Required when class is new account. | |
| Customer | customerId | Reference | Specific customer for this inquiry. Generic customers are not allowed. | |
| Branch | customerbranchId | Reference | Customer branch when the inquiry is already tied to an account. Copied to the deal on approve when set. | |
| Contact | customercontactId | Reference | Customer contact when the inquiry is already tied to an account. | |
| Campaign | salescampaignId | Reference | Optional marketing campaign attribution. Copied to the new deal on approve when set. | |
| Class | class | Constant | Yes | New account uses free-text contact and company. Existing customer links a specific customer and, optionally, a contact and branch. |
| Company | company | Text | Company or account name. Required when class is new account. Used as the deal label on approve when present. | |
| Source | source | Option (Select) | Yes | Intake channel for this inquiry (website, portal, email, API, referral, or other). |
email | ||||
| Phone | phone | Phone | ||
| Links | links | Link | Links | ||
| Tags | tagIds | Tags | ||
| Description | description | Text Area | Free-text body of the inbound request. Copied to the new deal description on approve when present. | |
| Data | data | Data | Organization extension for this inquiry. Not copied to the deal. | |
| External identifiers | identifiers | External identifier | External identifiers | External references for this inquiry (lead id, channel reference). Not copied to the deal. | |
| Created by | createdBy | User | ||
| Created at | createdAt | Date and Time | Yes | |
| Updated by | updatedBy | User | ||
| Updated at | updatedAt | Date and Time | Yes | |
| Ended by | endedBy | User | ||
| Ended at | endedAt | Date and Time | ||
| Approved by | approvedBy | User | ||
| Approved at | approvedAt | Date and Time | ||
| Rejected by | rejectedBy | User | ||
| Rejected at | rejectedAt | Date and Time | ||
| Blocked by | blockedBy | User | ||
| Blocked at | blockedAt | Date and Time | ||
| Archived by | archivedBy | User | ||
| Archived at | archivedAt | Date and Time |
Relations
| Field | Points to | Kind |
|---|---|---|
Customer customerId | Customers | reference |
Branch customerbranchId | Customer branches | reference |
Contact customercontactId | Customer contacts | reference |
Campaign salescampaignId | Sales campaigns | reference |
Tags tagIds | Tags | reference |
Actions
What you can do with a record. Every action also sends the webhook event salesinquiries.<action>. Reads (find, get, count) work on every table.
| Name | API name | Description | Where |
|---|---|---|---|
| Create | create | Add an new inquiry. | App · API · MCP · CLI |
| Edit | update | Save changes to this inquiry. | App · API · MCP · CLI |
| Approve | approve | Approve this inquiry so the next step can run. | App · API · MCP · CLI |
| Reject | reject | Reject this inquiry. | App · API · MCP · CLI |
| Convert to customer | end | Creates a customer from an approved inquiry when class is new account and no customer is linked yet. | App · API · MCP · CLI |
| Block | block | Stop edits and deletion of this inquiry. It stays visible and can still appear on existing documents. Unblock to edit again. | App · API · MCP · CLI |
| Unblock | unblock | Allow edits and deletion of this inquiry again. | App · API · MCP · CLI |
| Archive | archive | Retire this inquiry from daily use. It leaves active lists and pickers, and most actions stop. Unarchive to restore it. | App · API · MCP · CLI |
| Restore | unarchive | Return this inquiry to active lists and actions. | App · API · MCP · CLI |
| Delete | delete | Delete this inquiry and the data that belongs with it. This cannot be undone. | App · API · MCP · CLI |
States
How a record moves from state to state. Archive and block can happen in any state.