Agent Home
The moment you open your agent dashboard, the Home screen gives you the pulse of your business. What’s happening today, what needs attention, and where you’re winning — all in one place.Key Metrics at a Glance
- Active Proposals — how many proposals are currently out to clients, waiting for a response. This number going up means you’re busy. Going up with an increase in accepted proposals means your business is growing.
- New Leads — recent enquiries that haven’t been acted on yet. These are the most time-sensitive — new leads go cold fast.
- Upcoming Trips — confirmed client trips departing soon. This is where you focus your pre-departure communications.
Quick Actions
From the Home screen you can jump straight to the most common tasks without navigating through the sidebar:- Create Proposal — start a new client itinerary immediately.
- Add Client — add a new client to your CRM with their contact details.
Staying Organised
The Home screen is a launchpad, not a to-do list. Use it to get oriented quickly, then dive into the relevant section for the work at hand:- Active enquiries → Enquiries
- Client trips in progress → Client Trips
- Your client database → Clients
- Group travel management → Travel Groups