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Using Customer Inquiries & Opportunities

How to start, keep, reopen, and use your Customer Inquiries & Opportunities work.

Follow possible customer work from the first inquiry to an agreed next commitment.

Open Customer Inquiries & Opportunities

Start with the work in front of you

  1. Start a customer book. Add the customer, contacts, possible work, and the next action.
  2. Record conversations, stages, offers, and outcomes as they happen. Review matches before importing contacts or follow-ups.
  3. Prepare a selected quote or delivery draft when appropriate. Download editable book (.json) to keep the relationships and history.

Keep it and pick it up again

The JSON restores the customer book. A CSV export is a selected table for reading or working elsewhere, not a complete restorable book.

  1. Check your browser’s Downloads for the actual file. Keep the .json extension; a meaningful name and date can help you recognize the copy.
  2. Choose Open saved work below, select that file, and check the tool and summary shown.
  3. Continue in the tool. If there is already work open there, review the replacement prompt. Cancel to keep editing or download the current work before replacing it.
Check and reopen a file

What to keep in view

Import matching requires review. The tool does not contact customers. A delivery draft needs an agreement recorded for the opportunity; it does not establish agreement by itself.

If it does not look right

If the file will not open, leave the original unchanged and read the error. A reading copy cannot substitute for the editable JSON. If you reopened an older copy, look for a later download; do not overwrite the current work while checking.

Find a safe next step

Where this can lead

These tools may help with the next task. A link alone does not transfer your information.

See the actual file connections

Keep your open draft?

Continuing will discard your unsaved changes. You can return to the draft and save or download it first.