--- title: Trip Plan Requests (Integrated Leads) | Documentation description: Manage leads from your website, Meta and Google Ads integrations in the Trip Plan Requests module --- # Trip Plan Requests (Integrated Leads) Manage leads from your website, Meta and Google Ads integrations in the Trip Plan Requests module When you integrate your website landing pages, Meta (Facebook/Instagram) Ads or Google Ads Lead Forms with Sembark, those leads are collected in the **Trip Plan Requests** module. You can access it from the top navigation under **Trips > Trip Plan Requests**. These integrated leads are **not** automatically moved to your leads management because most of them require a follow-up call to collect missing details such as destination, expected start date and pax details. Once you have these details, you can move a lead to trips with one click. To set up an integration, see the [Integrations](https://sembark.com/travel-software/docs/integrations.md) documentation. ## Dashboard The Trip Plan Request dashboard gives you an overview of your integrated leads: - Total leads received - Active and pending follow-ups - Leads moved to trips - Archived leads You can apply advanced filters for trip sources and sales persons, and download lead reports filtered by destination and status. ## Follow-up Notes You can add follow-up notes to any lead, with optional due dates and a resolved status. When a lead is moved to a trip query, its notes are automatically carried into the trip's **Tasks & Comments** so no context is lost. ## Tags Assign tags to leads (e.g. hot, spam, tier-1) to categorize and filter them during follow-ups. Tags are also included in the downloaded reports. ## Auto Distribution of Leads Instead of manually assigning every lead, admins can configure rule-based auto distribution from **Organization > Repository**. Rules support multiple conditions: - Trip destination - Number of adults / group size - Trip duration - Campaign and lead source Leads matching a rule are distributed among the selected team members in a round-robin manner. You can create multiple rules and reorder them to control priority. Team members on leave can be excluded from distribution. ## Bulk Assign Leads To reassign many leads from one sales person to another (e.g. role changes or team member exits), use the bulk assignment option. Filter the leads by date range, destination, team member or lead type, then select the new owner. Leads from deleted team members can also be reassigned. A confirmation with the exact lead count is required before the change is applied. ## Docs Navigation Current page: [Trip Plan Requests (Integrated Leads)](https://sembark.com/travel-software/docs/trip-plan-requests.md) ### Getting Started * [Getting Started with Sembark](https://sembark.com/travel-software/docs/getting-started.md) * [Login into Sembark](https://sembark.com/travel-software/docs/login.md) * [Reset Password](https://sembark.com/travel-software/docs/reset-password.md) * [Passwordless Login with Passkeys](https://sembark.com/travel-software/docs/passwordless-login.md) * [Two-Factor Authentication](https://sembark.com/travel-software/docs/two-factor-authentication.md) * [Account Security and Password Policies](https://sembark.com/travel-software/docs/account-security.md) * [Dashboard, Notifications and Global Search](https://sembark.com/travel-software/docs/dashboard-and-notifications.md) ### Queries * [Queries](https://sembark.com/travel-software/docs/queries-overview.md) * [Add New Query](https://sembark.com/travel-software/docs/add-a-query.md) * [Query Details](https://sembark.com/travel-software/docs/query-details.md) * [Follow-ups and Tags on queries](https://sembark.com/travel-software/docs/query-followups.md) * [Conversion](https://sembark.com/travel-software/docs/query-conversion.md) * [Query Cancellation](https://sembark.com/travel-software/docs/query-cancellation.md) * [Trip Plan Requests (Integrated Leads)](https://sembark.com/travel-software/docs/trip-plan-requests.md) * [Tasks and Comments](https://sembark.com/travel-software/docs/tasks-and-comments.md) * [Guests and Tourist Management](https://sembark.com/travel-software/docs/guests-and-tourists.md) * [Trip Holding, Locking and Data Archival](https://sembark.com/travel-software/docs/trip-holding-and-locking.md) ### Quotes * [Quotes](https://sembark.com/travel-software/docs/quotes-overview.md) * [Create New Quote](https://sembark.com/travel-software/docs/create-quote.md) * [Share Quote](https://sembark.com/travel-software/docs/share-quote.md) * [Update Quote](https://sembark.com/travel-software/docs/update-quote.md) * [Quote Pricing, Markup and Taxes](https://sembark.com/travel-software/docs/quote-pricing.md) * [Multi-Option (Multi-Category) Quotes](https://sembark.com/travel-software/docs/multi-option-quotes.md) * [Flights in Quotes](https://sembark.com/travel-software/docs/flights.md) * [Quote PDF and Email Template Customization](https://sembark.com/travel-software/docs/quote-templates.md) * [Quote Suggestions and Reusing Quotes](https://sembark.com/travel-software/docs/quote-suggestions.md) ### Hotel Bookings * [Hotel Bookings](https://sembark.com/travel-software/docs/hotel-bookings-overview.md) * [Update Status of a Hotel booking](https://sembark.com/travel-software/docs/hotel-booking-update-status.md) * [Hotel Booking Vouchers](https://sembark.com/travel-software/docs/hotel-booking-vouchers.md) * [Hotel Booking Enquiry Emails and WhatsApp](https://sembark.com/travel-software/docs/hotel-booking-enquiries.md) * [Hotel Changes, Replacements and Drops](https://sembark.com/travel-software/docs/hotel-booking-changes.md) * [Self-Booked Accommodation Details](https://sembark.com/travel-software/docs/self-booked-accommodations.md) * [Hotel Check-Ins and Check-Outs](https://sembark.com/travel-software/docs/hotel-check-ins-and-outs.md) ### Tour Operations * [Cab Schedules](https://sembark.com/travel-software/docs/cab-schedules-overview.md) * [Assign Service Provider for Cab Schedules](https://sembark.com/travel-software/docs/cab-schedule-assign-service-providers.md) * [Operational Bookings and Tour Operations Calendar](https://sembark.com/travel-software/docs/operational-bookings.md) * [Share Transfer and Activity Details](https://sembark.com/travel-software/docs/share-operational-services.md) * [Trip Vouchers](https://sembark.com/travel-software/docs/trip-vouchers.md) * [Activity and Ticket Bookings](https://sembark.com/travel-software/docs/activity-bookings.md) * [Travel Activity Vouchers](https://sembark.com/travel-software/docs/activity-vouchers.md) ### Accounting * [Accounting](https://sembark.com/travel-software/docs/accounting-overview.md) * [Create New Account](https://sembark.com/travel-software/docs/create-accounting-account.md) * [Proforma Invoices](https://sembark.com/travel-software/docs/proforma-invoices.md) * [Incoming Payments and Instalments](https://sembark.com/travel-software/docs/incoming-payments.md) * [Payment Gateway — Automated Collections with Payments by Sembark](https://sembark.com/travel-software/docs/payment-gateway.md) * [Outgoing Payments to Suppliers](https://sembark.com/travel-software/docs/outgoing-payments.md) * [Payment Receipts](https://sembark.com/travel-software/docs/payment-receipts.md) * [Supplier and Customer Payment Preferences](https://sembark.com/travel-software/docs/payment-preferences.md) * [Accounting Ledgers, Downloads and Account Tools](https://sembark.com/travel-software/docs/accounting-ledgers-and-downloads.md) ### Organization Settings * [Contact and Billing Addresses](https://sembark.com/travel-software/docs/contact-and-billing-addresses.md) * [Bank Accounts](https://sembark.com/travel-software/docs/bank-accounts.md) * [Multi-Branding](https://sembark.com/travel-software/docs/multi-branding.md) * [Users, Roles and Teams](https://sembark.com/travel-software/docs/users-and-teams.md) * [Lead Integrations](https://sembark.com/travel-software/docs/integrations.md) * [Terms and Conditions Management](https://sembark.com/travel-software/docs/terms-and-conditions.md) * [Currencies, Exchange Rates and Tax Types](https://sembark.com/travel-software/docs/currencies-and-taxes.md) * [Notify — Automated Customer Communication](https://sembark.com/travel-software/docs/notify-automated-communication.md) ### Master Data * [Trip Destinations](https://sembark.com/travel-software/docs/trip-destinations.md) * [Hotels Master Data](https://sembark.com/travel-software/docs/hotels-master-data.md) * [Transport Services and Cab Types](https://sembark.com/travel-software/docs/transport-services-master-data.md) * [Travel Activities and Tickets](https://sembark.com/travel-software/docs/travel-activities-master-data.md) * [Unified Suppliers Management](https://sembark.com/travel-software/docs/suppliers.md) * [Supplier Rates, Seasons and Contract Uploads](https://sembark.com/travel-software/docs/rates-and-seasons.md) * [Trip Sources (B2B Agents and Channels)](https://sembark.com/travel-software/docs/trip-sources.md) * [Itineraries (Day-Wise Templates)](https://sembark.com/travel-software/docs/itineraries.md) ### Reports * [Sales and Lead Reports](https://sembark.com/travel-software/docs/sales-reports.md) * [Profit, Check-In and Checkout Reports](https://sembark.com/travel-software/docs/profit-and-checkout-reports.md) * [Operational and Hotel Reports](https://sembark.com/travel-software/docs/operational-reports.md) ### Troubleshooting * [Network Error](https://sembark.com/travel-software/docs/network-error.md) * [Software Updates, Sessions and Timezone Issues](https://sembark.com/travel-software/docs/software-updates-and-sessions.md)