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Enquiry Management Use Cases (ENQ)

Module Purpose: The engine for commercial opportunity management. This module handles lead-to-enquiry conversion and automated technical workflows.

[!IMPORTANT] Hybrid UI Strategy: High-level triage is performed on the Plane.so Board. Granular industrial tasks (Costing, Compliance, Deep Tooltips) are handled in the Pebble CRM Sidecar, which is opened via a deep link directly from the Plane card.

Use Case Quick Reference

ID Title Priority
US-ENQ-001 Priority-Driven Dashboard Sorting P1
US-ENQ-002 Auto-Subject & Multi-Product Dropdown P1
US-ENQ-003 Hover Intelligence Tooltips P1
US-ENQ-004 Concurrent Workflow Engine P1
US-ENQ-005 Team Handover: Sales vs. BD P1
US-ENQ-006 The 45-Day Inactivity Daemon P2
US-ENQ-007 Automated Technical Triggers P1
US-ENQ-008 History & Won-Loss Analytics P2
US-ENQ-009 Contextual Specification Render P1
US-ENQ-010 Diff-Only Approvals P1

US-ENQ-001: Priority-Driven Dashboard Sorting

Purpose: Ensure sales teams focus on the most impactful leads by pinning high-value and recurring customer enquiries to the top.

  1. Sorting Logic:
    • Tier 1: High Priority flag (User-set).
    • Tier 2: Recurring Customers (Identified by "Customer Class" in CRM).
    • Tier 3: Auto-Score (Calculated based on engagement frequency and win probability).
  2. Persistence: Views are saved per user but can be overridden by Manager defaults.

US-ENQ-002: Auto-Subject and Multi-Product Dropdown

Purpose: Standardize enquiry display while allowing technical depth.

  1. Subject Logic:
    • Auto-generates: [Company] - [First Product Name].
    • If count(products) > 1, append *.
  2. Visual Interaction:
    • Row displays primary product.
    • Click + icon to reveal secondary/tertiary products in an in-line dropdown.

US-ENQ-003: Hover Intelligence Tooltips

Purpose: Reduce click-fatigue by surfacing critical data on hover.

  1. Company Hover: Fetch and display [Address_Line_1], [City], [State] in a JSON-driven tooltip.
  2. Contact Hover: Fetch and display [Mobile_Number] and [Designation].
  3. Condition: Hide Master link icons if user.permissions.can_open_masters == false.

US-ENQ-004: Concurrent Workflow Engine

Purpose: Break the sequential pipeline bottleneck.

  1. Parallel Stages: Enquiry status can track multiple child states simultaneously.
    • is_pending_sample == true
    • is_pending_vq == true
  2. UI Representation: Tags/Badges for each active workstream (Sample, Technical, VQ, RFQ).

US-ENQ-005: Team Handover: Sales vs. BD

Purpose: Proper routing of standard vs. specialized enquiries.

  1. Handover Logic:
    • Sales: Handles standard grades and recurring replenishment.
    • BD: Triggered by "Specialized Product" flag or "Long-term need" tag.
  2. Qualification Requirements: Handover requires mandatory input for: Budget, Timeline, Feasibility Rating.

US-ENQ-006: The 45-Day Inactivity Daemon

Purpose: Prevent "Leads falling through the cracks" by automatically flagging and re-assigning enquiries that haven't been touched in 45 days.

  1. Trigger: System runs nightly for all records where last_activity < (now - 45 days).
  2. Action:
    • Changes status to STALE.
    • Sends an alert to the Manager for bulk re-assignment.

US-ENQ-007: Automated Technical Triggers

Purpose: Automatically initiate technical preparation when specific commercial thresholds are met.

  1. Trigger: Status moves to Technical Review.
  2. Action: Automatically creates a "Specification Check" task on the technical board and notifies the lead scientist/engineer.

US-ENQ-008: History & Won-Loss Analytics

Purpose: Provide a complete audit trail of the negotiation history for recurring business reviews.

  1. View: A dedicated "Timeline" tab showing all status changes, comments, and linked files.
  2. Analytics: Captures "Win/Loss Reason" (Standardized dropdown) upon conversion to Order or Junk.

US-ENQ-009: Contextual Specification Render

Purpose: Display product specifications tailored to the customer's specific industry context.

  1. Logic: If Company.Industry == 'Paints', prioritize display of Grade_Purity and Solubility.
  2. Component: A dynamic "Spec Card" rendered within the CRM sidecar.

US-ENQ-010: Diff-Only Approvals

Purpose: Speed up approval cycles by focusing on changes.

  1. Comparison Engine: System identifies changed fields between the Draft and Production versions of a record.
  2. UI View: Renders a vertical comparison table: | Field | Old Value | New Value | | :--- | :--- | :--- | | Grade | AR | LR |
  3. Scope: Only displays these diff rows to the Approver.

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