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.

10 minutes
Intermediate

Managing Multiple Trips

Learn how to create and manage multiple trips for a single lead, allowing you to track multiple travel inquiries and bookings.

Overview

Multiple trips let you:

  • Track several trip inquiries per lead
  • Manage different destinations
  • Organize multiple bookings
  • Handle complex travel needs

Creating Multiple Trips

Adding Additional Trips

  1. Open a lead
  2. Go to "Trips" tab
  3. Click "New Trip" or "Add Trip"
  4. Fill in trip details
  5. Save trip
  6. New trip added to lead

Trip Details

Each trip can have:

  • Unique destination
  • Different dates
  • Separate budget
  • Individual status
  • Trip-specific notes

Managing Multiple Trips

Viewing All Trips

See all trips for a lead:

  • List view of all trips
  • Status indicators
  • Key details visible
  • Easy navigation

Trip Status

Each trip has its own status:

  • Planning - Initial inquiry
  • Quoted - Proposal sent
  • Booked - Confirmed booking
  • Completed - Trip finished
  • Cancelled - No longer active

Organizing Trips

Active vs. Completed

Organize trips:

  • Active trips (current)
  • Completed trips (past)
  • Cancelled trips
  • Easy to filter

Primary Trip

Some leads have:

  • Primary trip (main focus)
  • Secondary trips
  • Multiple active trips
  • Flexible organization

Use Cases

Multiple Destinations

Client interested in:

  • Italy trip (summer)
  • Caribbean cruise (winter)
  • European tour (next year)
  • All tracked separately

Multiple Bookings

Single lead with:

  • Honeymoon trip
  • Anniversary trip
  • Family vacation
  • Each as separate trip

Planning Multiple Options

Exploring options:

  • Option A: Europe
  • Option B: Asia
  • Option C: Caribbean
  • Compare and choose

Best Practices

1. Clear Organization

  • Name trips clearly
  • Use descriptive names
  • Include destination
  • Easy to identify

2. Status Management

  • Keep status current
  • Update as progress
  • Clear status tracking
  • Accurate information

3. Separate Details

  • Keep trips separate
  • Don't mix information
  • Clear organization
  • Individual tracking

Related Guides

Next: Learn about trip timeline →

Was this guide helpful?