Trip Management
Manage multiple trips for each lead, track status, and organize trip details. Learn how to create trips, update statuses, manage timelines, and handle multiple trip inquiries for the same client.
Creating Trips
Add trips for leads to track multiple travel plans. Learn how to create trips, set destinations, dates, and traveler information to organize travel inquiries.
Understanding Trip Statuses
Learn what each trip status means and when to update them. Track trips from initial planning through booking and completion, ensuring nothing falls through the cracks.
Managing Multiple Trips
Learn how to create and manage multiple trips for a single lead. Handle clients planning multiple vacations, track different destinations, and organize travel plans.
Trip Timeline
Track and view the timeline of events and activities for each trip. See all communications, tasks, status changes, and important dates in chronological order.