Sales & quotes

How to use the Enquiries

Manage enquiries from proposal links and manual walk-ins.

Time

4 min read

Steps

5 actions

Level

Beginner

For

Sales coordinator

What you'll achieve

Enquiries are triaged with status, notes, and follow-ups — nothing falls through.

Before you start

  • At least one shared proposal link
Open enquiriesStatus workflowWhatsApp follow-up

Step-by-step instructions

  1. 1

    Open Enquiries

    Sidebar → Enquiries. Badge shows new enquiries needing reply.

    Open in Tripitour
  2. 2

    Review new enquiries

    Each row shows client name, tour, time waiting, and preferred dates. New items highlight for quick response.

  3. 3

    Update status

    Move enquiries through New → Contacted → Quoted → Booked → Lost. Add notes for your team.

  4. 4

    WhatsApp or call

    Use WhatsApp shortcut on an enquiry row or copy proposal link again from the package Share step.

  5. 5

    Filter by tour

    Use tour filter in URL or package Share panel link to focus on one departure’s open enquiries.

Continue learning

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