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
- 2
Review new enquiries
Each row shows client name, tour, time waiting, and preferred dates. New items highlight for quick response.
- 3
Update status
Move enquiries through New → Contacted → Quoted → Booked → Lost. Add notes for your team.
- 4
WhatsApp or call
Use WhatsApp shortcut on an enquiry row or copy proposal link again from the package Share step.
- 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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