Reply to an enquiry and record won/lost
2 min readUpdated 20 October 2026
Read the brief, reply and record whether you won, lost or are still talking.
Enquiries contains the organiser’s brief and contact details. Saving a quote summary or status does not email the organiser. The message thread saves replies visible in the account; email alerts are coming soon.
- 1. Open Enquiries.
- 2. Select the enquiry.
- 3. Read the event brief and any question addressed to your business.
- 4. Check the organiser’s contact details.
- 5. Contact them directly, or use Write a message and Send in the thread.
- 6. Enter Your quote or proposal summary.
- 7. Choose New, Replied or Quoted as appropriate.
- 8. Select Save status.
- 9. Choose Won, Lost or Still talking under Outcome.
- 10. Enter Value if won (£), or select the reason if lost.
- 11. Select Save in Outcome.
Tip: Explain your availability, price basis, what you provide and any questions still needing an answer. A quote is not proof the event was won.
Good to know: Outcome and status are separate controls. Keep the outcome current after direct conversations. Each business quotes separately; organisers book and pay suppliers directly. Do not rely on automated email delivery.
Screenshot coming soon
Reply to an enquiry and record won/lost, the current page and action controls
Video coming soon
Reply to an enquiry and record won/lost, follow the task and show its saved result
Each business quotes separately. EventPlan Wales does not book events or collect booking payments. Email-dependent actions are coming soon.
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