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Inquiries

Review project inquiries

Use the pipeline to record project fit, follow-up, payments, and outcomes.

Review project fit

An inquiry includes the project type, location, scope summary, timing, budget range, and contact details. Client type, phone, and who else is involved appear only when the business asks for them.

Keep the outcome history

Move the inquiry through New, Reviewing, Accepted, Declined, Contacted, Payment requested, Payment received, Won, or Lost only when that event happens. BuiltLong retains the history so later reporting can connect the source to the outcome.

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