Enquiries

Enquiries are inbound leads (clinics interested in Cliniify). Work them through a status pipeline, add notes, then convert qualified leads into organizations.

List enquiries

Open Enquiries to see the queue. Open a row to edit details and view the activity timeline.

Enquiry statuses

Statuses progress forward (you cannot move backward to an earlier status):

Status	Meaning
PENDING	New / not yet contacted
CONTACTED	Outreach started
QUALIFIED	Fit confirmed
CONVERTED	Became an organization
CLOSED	Lost or otherwise closed

Edit an enquiry

1. Open the enquiry.
2. Update contact and clinic details as needed:
   • Name, org name, email, phone, city, message
   • Clinic type: Solo, Multi-Chair, Chain, Specialty
   • Conditional fields (patients/day, dentists, branches, specialty)
3. Change status when appropriate.
4. Save.

Activity timeline & notes

On the enquiry detail page you can:

• Review the activity timeline
• Add an internal note (Send)

Use notes for call outcomes, follow-ups, and handoff context.

Convert to an organization

When the lead is ready:

1. Use the flow that opens Create organization with enquiry_id (fields prefill from the enquiry where available).
2. Complete organization setup (partner, clinic type, password, etc.).
3. Mark the enquiry CONVERTED when conversion is done (if not updated automatically by your process).

See Organizations.