How to use the Sales desk
Manage enquiries from proposal links and manual leads.
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
Lead pipelineStatus 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 leads through New → Contacted → Quoted → Booked → Lost. Add notes for your team.
- 4
WhatsApp or call
Use WhatsApp shortcut on a lead 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 pipeline.
Continue learning
Ready to apply this in your workspace?
Sign in and follow the Open in TourPulse buttons above.
Sign in to TourPulse