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Manage a lead

🧠Context

Leads represent ongoing travel projects, whether or not they eventually result in a confirmed booking. They allow you to track the commercial progress of a request, from the first contact with the client to the confirmation of the trip or the abandonment of the project.

A lead is linked to a client (project owner) and to one or more contacts (key interlocutors). It centralizes the essential information of the travel project (destinations, dates, duration, number of participants, sales status) as well as estimated financial data such as potential or probable revenue and estimated margin.

🎯 Goal

Create, edit, and track leads in order to structure the sales follow-up of travel projects and facilitate their conversion into confirmed trips.

🧭 Where can you find this feature?

To create, edit, or delete leads, go to the Leads tab, accessible from the main menu.

🛠️ Step by step

Follow these steps to create or edit a lead in Caladeo:

  1. Open the Leads tab from the main menu.
  2. Click New lead or select an existing lead to edit it.
  3. Enter the lead details:
    • Lead name
    • Priority: click the star if the lead is a priority
    • Owner: team member in charge of the lead
    • Client: select the project owner
    • Contact: select the main contact person
    • Travel project information: destination(s), departure date, duration, number of participants, etc.
  4. Save your changes.

👉 What happens next in Caladeo

Once created, the lead allows you to track the progress of the travel project. You can then create as many quotes as needed in just a few clicks. These quotes can be quickly budgeted and then converted into one or more proposals to send to the client’s contact.

❓Frequently asked questions

What is the difference between a lead and a quote?

A lead represents a travel project in the prospecting or negotiation phase. A quote is the detailed and priced proposition presented to the client.

Can I associate multiple leads with the same client?

Yes. A client can be linked to several leads, for example for different travel projects or travel periods.

⚠️ Good to know

  • Regularly update the status of your leads to maintain a clear view of your sales pipeline.
  • Do not hesitate to create a lead from the very first exchanges with a client, even if the project is still loosely defined.
  • A well-documented lead makes it easier to create quotes and improves sales performance tracking.