Sales inquiries

Sales Inquiries is the platform-admin triage queue for every sales lead. Each one lands here as a row you can open, read in full, and work through a simple lifecycle. The page is admin-only; the management API behind it is gated to the admin role.

Where leads come from#

The Type column says which door a lead came through, and the filter above the table narrows the list to one of them. The list is paged on the server, newest first.

Type	Comes from	What you can trust
Sales	The public Contact page (/contact, topic Plans and pricing) and the Talk to Sales page (/contact-sales)	What the prospect typed — the form is public, so treat name, email and company as claims
Early access	The retired enterprise early-access application. Historical rows only — nothing new is created with this type	Same as Sales. New partner applications go to Partner requests, not here
Enablement	Request an enablement session on the Security Academy page, sent by a signed-in organization administrator	Name, email, company and plan come from the administrator's account, not from a form — the request is exactly who it says it is

Every new lead of any type is also emailed to the sales mailbox (leads@pulsvault.com), with the details and a link back to this screen — so a lead is noticed without anyone watching the list. A mail outage never loses a lead: it is saved first and the email follows.

An enablement request can only be created by an administrator of an existing organization (anyone holding the organization's configuration permission). The public forms cannot create one.

What a lead contains#

Field	Notes
Lead	Name and email; open the lead for a mailto link
Company	The organization's name — for an enablement request, its name on file
Request	The first lines of what they wrote, so you can scan the list without opening each lead; hover for the whole message, or open the lead
Type	Sales, Early access or Enablement; enablement requests also show what was asked for — Instructor-led team training or Security maturity assessment
Plan	Wants … — the plan a public prospect is interested in. On … — the organization's own plan (its owner's subscription) when it asked
Status	Current lifecycle state (see below)
Date	When the lead was submitted

Refresh re-fetches the current page on demand.

Working a lead#

1. Open Sales Inquiries and filter to the type you are working — for example Enablement for existing customers.
2. Select Open on a New lead. The side panel shows the full message, the contact details and, for an enablement request, the organization's ID.
3. Set the status to In Review and add an internal note, then Save.
4. Reply from the email link, then mark the lead Contacted with a note of what was agreed.
5. When the conversation concludes, set it to Closed.

Triage lifecycle#

Status	Meaning
New	Just submitted; nobody has looked at it yet
In Review	Someone is qualifying the lead
Contacted	The prospect or customer has been reached
Closed	Done — won, lost, or not a fit

Internal notes are for staff only and are never shown to the customer. Use them for who called whom, what was agreed and the next step. Every status or note change is recorded in the platform audit trail.

If another admin saves the same lead while you are editing it, your save is refused rather than overwriting theirs: the panel loads their version, keeps your draft on screen, and you save again once you have reconciled the two. Closing the panel with unsaved changes asks before discarding them.

Limits#

To keep the queue free of noise, the public forms accept up to 20 submissions per network in 24 hours, and an organization can send up to five enablement requests in 24 hours. An organization whose subscription has lapsed into read-only can still send one — asking for help is exactly what that customer should be able to do.

Related#

• App configuration — the subscription packs and pricing the prospect saw
• Enterprise contracts — negotiated terms for a prospect who agreed a deal
• Plans & subscription — how customers subscribe once the deal closes