How do I track inquiries in my sales pipeline?

Last verified 12 November 2026
Features Crm Pipeline Clients
Read time 4 min
Plans Core, Growth
The short version

Open People from the rail, open a person, and select Add inquiry. Then move it through your stages from the inquiry's stage menu. Change your stages in People under Pipeline with Manage stages. Available on the Core plan and the Growth plan.

Each potential project is an inquiry. Your sales pipeline in Visualist is the Pipeline tab in People, where every open inquiry shows its stage and what to do next.

Before you start

You need the Core plan or the Growth plan. Add the client first. See How do I add a client or contact to my CRM?

Add an inquiry and move it along

  1. Open the person. Open People from the rail, then open the person from Overview or All people.
  2. Add the inquiry. Select Add inquiry, enter an Inquiry name, and select Add inquiry.
  3. Move it to another stage. On the inquiry, open the stage menu and choose the stage it’s in.
  4. Set a follow-up. Select Edit inquiry, set Follow up, and select Save changes.

The Pipeline tab lists your Open inquiries. Inquiries with a change waiting for you come first, then the ones with the nearest follow-up.

When an inquiry ends without a booking, choose Lost in the stage menu, pick a Reason (Declined, Ghosted, or Withdrew), and select Mark lost. The inquiry stays on the person’s page, and a past client can come back as a new inquiry.

When the client books, select Mark booked. See How do I turn a booked inquiry into a Hub?

Set your stages

Your pipeline starts with New, In conversation, Proposal out, Booked, and Lost.

  1. Open your stages. Open People from the rail, select Pipeline, then select Manage stages.
  2. Add a stage. Enter a name under New stage and select Add.
  3. Rename or deactivate a stage. Open the stage’s menu and choose Rename or Deactivate.
  4. Reorder. Drag stages into the order you work in.

If something goes wrong

  • You don’t see Manage stages. Only the workspace owner manages stages. Ask the owner.
  • A stage won’t deactivate. Move its inquiries to another stage first. Booked and Lost always stay.
  • You see Couldn't save this inquiry. Check your connection and try again. On the Free plan, you can see your inquiries but not change them.
Good to know

Emails and meetings with a client attach to their open inquiry when they have just one. If a client has two open inquiries, Visualist leaves new emails unattached rather than guess.

To see what Vai learns from those emails and meetings, read What is a client brief, and how does Vai keep it current?

Related articles
CRM How do I turn a booked inquiry into a Hub? CRM What is a client brief, and how does Vai keep it current? CRM How do I add a client or contact to my CRM?
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