Skip to main contentEnquiries
The Enquiries section is where you manage potential new business.
Dashboard View
A visual overview of your sales pipeline.
- Pipeline Stages: See how many leads are in each stage (e.g., New, Contacted, Proposal Sent).
- Conversion Rate: Track how many leads turn into paying clients.
List View
A detailed list of all inquiries.
- Source: Where the lead came from (e.g., Website Form, Referral).
- Status: Current status of the lead.
- Action: Click to view details or Convert to Client / Convert to Client Trip.
Converting a Lead
When a lead is ready to move forward:
- Open the Enquiry details.
- Click “Convert to Client Trip”.
- This creates a new trip where you can fully flesh out the itinerary based on their request.
Timeline & Communication
- Timeline: All actions and status changes are automatically recorded in the enquiry’s timeline.
- Forms: You can send forms directly from the enquiry view to gather more information. The user receives an email to fill it out.
