Actions for the processing of enquiries

Action	Description
Accept enquiry	You confirm the acceptance of an enquiry that has been assigned to you by Finstral.
Create new enquiry	You create a new enquiry for a contact.
Edit enquiry type	You change the type of an enquiry.
Assign enquiry	You assign the enquiry to another person in Finstral Contacts.
Reject enquiry	You return an assigned enquiry to the sender.
Revoke assignment	You revoke the assignment of an enquiry.
Take over enquiry	You take over the processing of an enquiry.
Arrange an advisory appointment	You make an advisory appointment.
Postpone advisory appointment	You postpone the scheduled advisory appointment.
Put on hold	You change the due date of an enquiry and create a reminder at a future date.
Arrange a negotiation date	You set a scheduled negotiation date.
Postpone negotiation date	You postpone a scheduled negotiation date.
Agree submission of offer	You arrange an appointment to discuss and submit the offer.
Postpone submission of offer	You postpone the agreed date to discuss and submit the offer.
Put on hold	You change the due date of an offer and are later reminded to follow up the offer.
Place order	You close the enquiry positively when an offer is made. Processing in Finstral Contacts is completed and the order is placed.
Close enquiry(ies)	You positively close an enquiry (or several enquiries) (all except Offer enquiry type).
Cancel enquiry(ies)	You close one or more enquiries (all enquiry types) negatively or cancel the enquiry(ies).
Reopen enquiry	You restore the status of the enquiry prior to “Cancel enquiry”.
Assign enquiry externally	You assign the enquiry to another colleague outside Finstral Contacts via an automatically generated e-mail.
Communicate changes externally	You send changes in the contact data or notes externally (by e-mail).
Advisory appointment (external)	You document an externally conducted advisory appointment (responsible person is not in Finstral Contacts).
Offer submission (external)	You document an externally conducted offer submission (responsible person is not in Finstral Contacts).
Order (external)	You document an order received externally (responsible person is not in Finstral Contacts).
Download enquiry list	You download the enquiry list (takes into account set filters and the search).