Travel CEO – Travel Agency Software
Guide

New Lead Creation

Create New Lead

Follow this sequence to create a new lead in Travel CEO:

The first thing to create a new lead is click on Create Lead. Then enter the basic information.

Enter the traveler name in Customer / Traveler Name.

Then go to Customer / Traveler E-Mail ID and enter the traveler’s email id. You can enter only one email id.

Click on Customer / Traveler Contact Number to add a mobile number of traveler. Only one mobile number can be added.

Now add basic travel details, enter the Travel Date to add The journey date of traveler.

Next is Travel Location which means travel destiny of a traveler.

Go to Travel Type and select the type of journey like Anniversary, Honeymoon, Study/School, Tour package, etc.

Check the Lead Type. Select business to consumer / business to business.

Now Assign to specific user to whom you would like to assign the new lead. (You can manage the number of user in company settings –> user management).

Select the lead Source From were the traveler get to know about you like Google ads, Instagram, Facebook, printing advertisement, etc.

Type the Departure City from where the traveler will leave to start a journey.

After this you get an option to select ‘click here for additional information (optional)‘. This step is not mandatory. 

Follow this optional step:

  • Enter the Budget of a traveler in numbers and select per person or total
  • Type number in Total Travelers at adults and kids section.
  • Select the Meal Plan if needed for the traveler or ignore.
  • Flight Details select the situation from the option if required.
  • Enter Date of Birth of a traveler.
  • Any Anniversary Date of a traveler if required.
  • Then enter traveler’s Address in Customer’s Address.

Last step is More Details if you want to enter any additional details.

Now click on Submit to store the new lead.

To view this lead click on Leads –> Change the user from top left hand side to whom lead was assigned.

Now click on new lead to view the new stored leads. Click on action bottom View start working on lead.

 

Related posts

New Booking Creation

admin

New Invoice Creation

admin

New Contact Creation

admin