Work a sales inquiry

What this achieves

An existing customer who wants terms beyond a published plan raises an inquiry from inside their own workspace. This screen is the other end of that conversation: read what they asked for, send a proposal, or close it.

Required role: Humavera platform staff.

Steps

Go to Platform → Sales Inquiries.
Select an inquiry from the list on the left.
Read the thread, and the employee figure and support interest shown with it.
Write your proposal in the message box and select Send proposal.
To decline, enter a reason and select Reject / close.

Where an inquiry can be

Option	Description
Open — awaiting proposal	Raised by the customer. Nothing has been proposed yet.
Proposal received	Your proposal is with them.
Revision requested	They have asked for something different. It is back with you.
Accepted — provisioning to follow	They accepted. The negotiation is closed and the arrangement still has to be set up.
Closed by sales	You declined it.
Closed	The customer withdrew it.

You can respond while an inquiry is open or has a revision request against it. Once it is accepted or closed, the thread stands as the record.

The thread is shared with the customer

Everything you write on the thread is read by the person at the customer who raised the inquiry, attributed to Humavera. It is correspondence, not an internal note. Anything that should not be read by them belongs somewhere else entirely.

Example: a proposal naming the employee cap, the credit allowance, and the term is what the customer needs to decide. Working notes about the account are not.

Accepting does not change anybody’s plan

When a customer accepts a proposal, nothing about their subscription changes at that moment, and they are told so on their side. Acceptance closes the negotiation; the arrangement is then set up on their workspace record as a negotiated agreement, with the agreed cap, credits, and term entered by hand.

That separation is deliberate. A customer agreeing to terms does not silently reshape their live environment.

What happens next

An accepted inquiry becomes work on the workspace record. Until that is done, the customer is on whatever plan they were on before, so an accepted inquiry sitting unprovisioned is a customer paying attention to a change that has not happened.