Queries are primary entity to manage data on Sembark. Any Leads, Bookings, Packages, Trips are considered as Queries. All queries are listed on Trips page which can be accessed via Trips link from the top navigation.
Query Stage
A query passes through different stages during its lifecycle based on the actions performed by the team. Each stage can be accessed from the left-side navigation on the Trips page.
A query passes through different stages during its lifecycle based on the actions performed by the team. Each stage can be accessed from the left-side navigation on the Trips page.
New Query
When a query is created, it automatically enters the New Query stage. At this stage, the query contains only the basic traveller information and package requirements. The query remains in this stage until a quotation is created or the enquiry is cancelled.
In Progress
Once a quotation is created, the query moves to the In Progress stage. Queries in this stage are actively being worked on and remain here until the customer confirms the package or the query is moved to another stage.
On Hold
The On Hold stage is used when hotel availability or service availability needs to be checked before receiving payment from the client. This stage is particularly useful for holding tentative reservations or verifying availability before finalizing the package. Queries placed on hold can be accessed from the On Hold section.
Converted
When the client confirms the package, the query is moved to the Converted stage. A converted query represents a confirmed booking. The query remains in this stage until the travel date arrives or the booking is cancelled.
On Trip
When the current date falls within the travel duration of a converted booking, the query automatically moves to the On Trip stage. The query remains in this stage until the tour end date has passed.
Past Trip
After the travel is completed and the tour end date has passed, the query automatically moves to the Past Trip stage. This section contains all completed tours and historical bookings.
Cancelled
Any query can be cancelled before it reaches the travel stage. Cancelled queries are available under the Cancelled section and can be used for future reference and reporting purposes.
Dropped
Queries that were previously in the On Hold or Converted stage but are later cancelled by the client are moved to the Dropped stage. This stage helps track lost business opportunities and cancelled confirmed quotations.
All
The All section displays every query in the system regardless of its current stage.
Lead Sorting Options
Within each individual stage, users can sort leads using the following conditions:
Oldest Follow-Up First : Sort leads based on the oldest follow-up date first.
Latest Follow-Up First : Sort leads based on the most recent follow-up date first.
Start Date : Sort leads by trip start date, from earliest to latest or latest to earliest.
Latest Created First : Sort leads based on the lead creation date, with the most recently created leads shown first.
Pax: Most Adults First : Sort leads based on the number of adults, with the highest number of adults shown first.
Duration: Longest Duration First : Sort leads based on trip duration, with the longest-duration trips shown first.
Advanced Filters
The Advanced Filters option allows you to quickly narrow down and find specific queries based on different query attributes. While the search bar can be used for quick searches such as Query ID, Source Name, Guest Name, or Phone Number, Advanced Filters provide more detailed filtering options.
You can filter queries using attributes such as Destinations, Trip Sources, Tags, Sales Team, Resv/Ops Owners, Live During dates, Created Between dates, Start Date, End Date, Due Payments, and Archived Queries.
To use Advanced Filters, click the Advanced Filter icon next to the search bar, select the required filter criteria, and click Apply Filters. The system will then display only the queries that match the selected conditions.
Trip Bulk Assign & Download
Trip Bulk Assign
Trip Bulk Assign allows you to select multiple trips and assign them to a specific Sales or Resv/Ops team member at once. This makes it easier to redistribute trips and reduces the manual effort of assigning them individually.
Download
The Download option allows you to export relevant trip and lead information in CSV format. You can download the required trip data for further analysis, reporting, or record-keeping.
