User Guides

The Lead Board is your central hub for viewing and claiming new leads. It displays all unassigned leads in a visual card layout.

Key Features:

• View Unassigned Leads: See all leads that haven't been claimed yet
• Filter by Source: Filter leads by their source (e.g., website, email, phone)
• Filter by Queue: (Agency plan) Filter leads by queue assignment
• Claim Leads: Click "Claim Lead" to assign a lead to yourself
• Create New Leads: Use the "Create Lead" button to manually add leads

My Leads shows all leads you've claimed and are currently working on. This is your personal pipeline.

Managing Your Leads:

• Update Status: Use the status dropdown on each lead card to move leads through your pipeline (New → Contacted → Quoted → Booked)
• Edit Lead Details: Click the edit icon to update client information, budget, notes, and other details
• Log Activity: Record important interactions and updates for each lead
• Filter by Status: Filter your leads by their current status to focus on specific stages

Lead Statuses:

• New: Just claimed, initial contact not yet made
• Contacted: Initial contact with the client has been made
• Quoted: A quote or proposal has been sent
• Booked: The trip has been confirmed and booked
• Closed Lost: The lead did not convert
• Hold: Temporarily paused (e.g., waiting for client response)

Control when you can claim leads by managing your availability status and schedule.

Status Options:

Setting Up Schedules:

When set to "By Schedule", you can create availability windows in three ways:

• Specific Dates: Set availability for specific date ranges (e.g., "Available Dec 20-25")
• Recurring Schedule: Set weekly recurring hours (e.g., "Mondays 9am-5pm")
• Blockout Dates: Mark specific dates or date ranges as unavailable

The Overview Dashboard provides a comprehensive view of your agency's performance and key metrics. (Available on Team and Agency plans)

Key Metrics:

• Total Revenue: Sum of all booked lead budgets
• Total Leads: Count of all leads in the system
• Total Booked: Number of leads with "Booked" status
• Unassigned Leads: Leads waiting to be claimed
• Conversion Rate: Percentage of leads that reached "Booked" status
• Active Agents: Number of agents currently available

Agent Leaderboard:

View daily performance metrics for each agent, including:

• Leads claimed today
• Leads booked today
• Total revenue generated
• Current status

Manage your team members, their roles, and lead distribution settings.

Adding New Agents:

1. Click "Create Agent" button
2. Enter agent name and email
3. Set their role (Agent or Admin)
4. Configure daily lead cap and cooldown period
5. An invitation email will be sent automatically

Agent Settings:

• Daily Lead Cap: Maximum number of leads an agent can claim per day
• Cooldown Period: Minimum time (in minutes) between claiming leads
• Role: Agent (standard user) or Admin (full access)

View and manage all leads across your agency, regardless of assignment.

Features:

• View All Leads: See every lead in your system with filters for status and assigned agent
• Edit Leads: Update any lead's details, status, or assignment
• Reassign Leads: Move leads between agents or release them back to the unassigned pool
• Delete Leads: Remove leads that are no longer needed
• Bulk Import: Import multiple leads from a CSV file
• Export: Export leads to CSV for external analysis

Automatically assign leads to agents or queues based on defined conditions. (Available on Agency plan)

Creating Routing Rules:

1. Click "Create Rule" button
2. Give your rule a descriptive name
3. Set the priority (higher priority rules are evaluated first)
4. Define conditions (e.g., source, priority level)
5. Set the action (assign to agent or assign to queue)
6. Enable or disable the rule as needed

Rule Conditions:

• Source: Match leads from specific sources (e.g., "Website", "Email")
• Priority: Match leads with specific priority levels (Low, Medium, High)

Rule Actions:

• Assign to Agent: Automatically assign matching leads to a specific agent
• Assign to Queue: Automatically assign matching leads to a queue for organized workflow

Organize leads into queues for better workflow management and team organization. (Available on Agency plan)

Creating Queues:

1. Click "Create Queue" button
2. Enter a descriptive name (e.g., "Luxury Travel", "Group Bookings")
3. Optionally add a description
4. Save the queue

Using Queues:

• Leads can be assigned to queues manually or automatically via routing rules
• Filter the Lead Board by queue to see only leads in specific queues
• Queues help organize leads by type, priority, or team specialization

Manage your subscription, view invoices, and update payment methods.

Available Plans:

Billing Features:

• Upgrade/Downgrade: Change your plan at any time
• View Invoices: Access all past invoices and receipts
• Payment Methods: Update your credit card or payment method
• Cancel Subscription: Cancel anytime (access continues until period end)