Leads

Leads are incoming inquiries that haven't been booked yet. They arrive from lead forms on your website, from Direct Book requests, or manually via New Lead.

Working a lead

Each lead card holds the contact's details, requested date, guest count, budget, and message, along with:

• Status — new, contacted, tour scheduled, proposal sent, and so on.
• Owner — the salesperson responsible.
• Tasks & notes — follow-ups and internal context.
• Discussions — email the client right from the lead; replies thread back automatically.

Converting

When an inquiry is ready to move forward, click Convert to create a booking (and its first event) from the lead. The lead's contact, account, and details carry over, and the lead is linked to the booking for reporting on conversion rates.

Lost leads

Mark dead inquiries Lost with a reason — lost reasons feed the Dashboard and Reports so you can see why business slips away.