Inquiries & Sessions

Create a session from Inquiries or from a client record. Add its value, booking probability, expected booking date, and client. Sessions represent potential work moving from first inquiry toward a confirmed booking.

Inquiries come with default stages such as New Lead, Contacted, Proposal Sent, Negotiating, Booked, and Completed. Customize them from Settings > Inquiry stages to match your workflow.

Drag and drop inquiries between stages on the board, or update the stage from the session detail page. Each change is recorded in the activity timeline. Use the list view for bulk updates.

Set a value and booking probability on each session. The Inquiries view shows weighted revenue forecasts, while Insights shows conversion by stage.

Filter inquiries by status, stage, date range, or assigned team member. Insights shows booking velocity, conversion rates, average session value, and revenue forecasts.