--- title: Advanced Lead Assignment, Trip Plan Request Dashboard, Hotel Booking Sharing Via WApp | Release Notes description: We’ve added support for self-booked hotels, quick hotel booking enquiry sharing via WhatsApp, and a new trip-plan request dashboard (for integrated leads) with new filters with advanced auto lead distribution rules. The trip report has been upgraded with custom columns, team-level tracking, and zero-rate flight support in quotation. version: 1.162 date: 2025-10-04 --- # Advanced Lead Assignment, Trip Plan Request Dashboard, Hotel Booking Sharing Via WApp Version 1.162 · 2025-10-04 · by Sudhir Mitharwal We’ve added support for quick hotel booking enquiry sharing via WhatsApp, and a new trip-plan request dashboard (for integrated leads) with new filters with advanced auto lead distribution rules. The trip report has been upgraded with custom columns, team-level tracking, and zero-rate flight support in quotation. ## 1. Advanced Integrated (Meta, GAds) Leads Auto Distribution We have improved the Integrated leads auto distribution process provide Admins more control over the auto distribution logics. This process has been completely revamped to provide **Rule-Based** auto assignment so that every lead is correctly assigned to a designated sales person. The new Rule-based distribution process supports for multiple conditions (Destination, No.of adults, duration, group size, campaigns, source etc.) and it Match leads with relevant expertise. it also Assign leads based on location (country, state, city) with the help of distribution logic that is round robin. ![Image Showing Lead Distribution](https://sembark.com/assets/images/uploads/release-notes-1-162-lead-distribution.jpg) ### 1.1 Distribution Rules In this section you can add Set rules to automatically distribute new trip requests among your team members. As you keep creating rules, they will keep moving to the top, and the highest priority will always be given to the latest one. If you want to re-arrange them, you can do so by choosing the rearranging option\ here is the example how you can add rule set ![Image showing Distribution rules](https://sembark.com/assets/images/uploads/release-notes-1-162-lead-distribution-rule.jpg) ## 2. Trip-Plan Request Dashboard We have added dashboard for trip plan request which involves the addition of sections and downloading option of report according filters to which shows the total leads, Active follow-up, pending follow-up, moved to trips & Archived leads. ![Image Showing Trip Plan Request Report](https://sembark.com/assets/images/uploads/release-notes-1-162-trip-plan-request-dashboard.jpg) We have also added some advanced filters- Trip Sources & Sales person. By using these filters you can filter out leads and download the report and Also, you can download full report. ![Image Showing trip Plan request Report advanced filter](https://sembark.com/assets/images/uploads/release-notes-1-162-trip-plan-request-filter.jpeg) ## 3. Hotel booking enquiry sharing via WhatsApp Along with existing enquiry method via Email, you can now share the Hotel Booking enquiry via WhatApp as well. This further fastens the booking process, leaving the email formalities for later stages. To share via Email, click on the WhatsApp tab, right next to the Email option when, sharing hotel booking enquiries. ![Image showing hotel booking enquiry sharing via whatsapp](https://sembark.com/assets/images/uploads/release-notes-1-162-hotel-booking-sharing-through-whatsapp.jpg) ## 4. Quick Add for Transport services To fasten the quote creation process when you need to add transport service details on-the-spot, we’ve added a new “Quick Add” option. When the option is enabled (automatically enabled by system), you need to provide only minimal details (such as From,To, Trip Destination, Service name & Itinerary description ). If you want to add more details, you can always uncheck the \`Quick Add\` option and add all the required details. ![Image showing quick add for transport services](https://sembark.com/assets/images/uploads/release-notes-1-162-transport-quick-add.jpg) ## 5. Trip Wise Profit report & Incoming Payments (Overdue) report changes  We have added Sales person column in Incoming Payments (overdue) report and also we renamed some column in the same report. ![Image showing incoming payments (overdue) report changes](https://sembark.com/assets/images/uploads/release-notes-1-162-sales-person-in-overdue.jpg) We have added Sales Team, Reservation Team & Operation Team columns in the tripwise Profit report in the Source and Guest Details section it will help accounts department to easily track incentives of there sales person. ![Image showing tripwise Profit Report](https://sembark.com/assets/images/uploads/release-notes-1-162-profit-report.jpg) ## 6. Saving of flight with zero rate Now, you can save the quotation by adding flight cost price and selling price zero. this is very helpful for the agents which get a package from the DMC and they don't have bifurcation of the package. so they simply put zero and save the payment and can easily share the package. ![Image showing saving of flight with zero rate](https://sembark.com/assets/images/uploads/release-notes-1-162-saving-flight-with-zero-price.jpg) ## 7. Transport Entry Method Showing during Quotation Now you can see the Transport entry method in the Transport service during quotation creation. It helps in tracking whether it is uploading from a sheet or manually. ![Image showing transport entry method showing during quotation ](https://sembark.com/assets/images/uploads/release-notes-1-162-entry-method.jpg) ## 8. IBAN & Additional Details in Bank Accounts We have added a IBAN and Additional Details fields in Bank accounts details section. IBAN Stands for International Bank account number, it is combination of country code, check details, bank code, sort code & account number. It provides a standardised, global system for identifying bank accounts, which reduces errors and speeds up the processing of international money transfers. You can use additional details field for entering codes, any additional useful information you want to share with your clients when sharing these bank account details. ![Image showing IBAN & Additional Details in Bank Accounts](https://sembark.com/assets/images/uploads/release-notes-1-162-bank-details.jpg) ## 9.Other Improvements- * B2B Trip source’s Location and Tag details visibility after Trip Source selection on New Query Page. ## Release Notes Current release: [Advanced Lead Assignment, Trip Plan Request Dashboard, Hotel Booking Sharing Via WApp](https://sembark.com/travel-software/release-notes/1-162.md) ### 2026 * [v1.177 — Customisable Hotel Reports, Cab Type Indicators, Voucher and Email Enhancements](https://sembark.com/travel-software/release-notes/1-177.md) * [v1.176 — AI Email Parsing & Revocable Permissions](https://sembark.com/travel-software/release-notes/1-176.md) * [v1.175 — Advanced Quote PDF Template Settings, Branded & Non-Branded PDF](https://sembark.com/travel-software/release-notes/1-175.md) * [v1.174 — Activity Voucher, Activity FOC, Total FOC & Trip Plan Request- Bulk Assign](https://sembark.com/travel-software/release-notes/1-174.md) * [v1.173 — Stop Sale & Blackout Dates, Customer Payment Preferences, and Pick-up & Drop Locations](https://sembark.com/travel-software/release-notes/1-173.md) * [v1.172 — Supplier Payment Preferences, Transport Cost Distribution, and Trip Source Enhancements](https://sembark.com/travel-software/release-notes/1-172.md) * [v1.171 — Bulk Payment Clearance, Quote PDF Enhancements, and Supplier Management Improvements](https://sembark.com/travel-software/release-notes/1-171.md) * [v1.170 — Enhanced Sales Reports, Transport Service Improvements, and Cab Metric Pricing Sheet System](https://sembark.com/travel-software/release-notes/1-170.md) * [v1.169 — Multi-Guest Management, Enhanced Proforma Invoice, and All Task Filters](https://sembark.com/travel-software/release-notes/1-169.md) * [v1.168 — Hotel Suppliers, Multi-Month Reports Download, Quote PDF Template, Bulk Trip Sales Assignment](https://sembark.com/travel-software/release-notes/1-168.md) ### 2025 * [v1.167 — Hyper localisation of Currency, Trip Plan Request Follow-up Notes](https://sembark.com/travel-software/release-notes/1-167.md) * [v1.166 — Transport Services Edit, General Hotel Notes, New metrics, Multi cab Management in Single Service, and Cab Capacity](https://sembark.com/travel-software/release-notes/1-166.md) * [v1.165 — Advanced Flight System and Account Protection](https://sembark.com/travel-software/release-notes/1-165.md) * [v1.164 — Travel Activity Bulk Disable,Trip Voucher Customisation, Trip Source Management & Transport and Travel activity logs](https://sembark.com/travel-software/release-notes/1-164.md) * [v1.163 — Multipurpose Hotel Notes, Self Booked Accommodation, Custom Column Report & Upgraded Proforma Invoice ](https://sembark.com/travel-software/release-notes/1-163.md) * [v1.162 — Advanced Lead Assignment, Trip Plan Request Dashboard, Hotel Booking Sharing Via WApp](https://sembark.com/travel-software/release-notes/1-162.md) * [v1.161 — Task Management, Transporter wise Rates, OnTrip Changes, Rate compare in Profit Report, Hotel Entry Method ](https://sembark.com/travel-software/release-notes/1-161.md) * [v1.160 — Component-wise Markup and Taxation in Itinerary Builder](https://sembark.com/travel-software/release-notes/1-160.md) * [v1.159 — Bulk disabling of Transport Service, All operational services download for a trip, Transport Service Closing days & Hotel edit log & history checking](https://sembark.com/travel-software/release-notes/1-159.md) * [v1.158 — Proforma Invoice Templates and Quote PDF Banners](https://sembark.com/travel-software/release-notes/1-158.md) * [v1.157 — Improved Password Security and User Management](https://sembark.com/travel-software/release-notes/1-157.md) * [v1.156 — Trip-Wise Transport Ledgers and Improved Hotel Listing](https://sembark.com/travel-software/release-notes/1-156.md) * [v1.155 — Trip Source/Agent Tagging and PDF/Email Customizations](https://sembark.com/travel-software/release-notes/1-155.md) * [v1.154 — Payment Receipt, Hotel Check-In-Out Reports](https://sembark.com/travel-software/release-notes/1-154.md) * [v1.153 — Quick Vouchers, Lock/Unlock Trip and Monthly Accounts Ledgers](https://sembark.com/travel-software/release-notes/1-153.md) * [v1.152 — Activity Closing Days and Trip Operations Overview Download](https://sembark.com/travel-software/release-notes/1-152.md) ### 2024 * [v1.151 — Tax Types, Trip Cost-Profit Report and 2FAs](https://sembark.com/travel-software/release-notes/1-151.md) * [v1.150 — Monthly Tour Downloads, Trip Check-In Reports and Multi-Timezone Access](https://sembark.com/travel-software/release-notes/1-150.md) * [v1.149 — Travel Activity Ticket Bookings and Suppliers](https://sembark.com/travel-software/release-notes/1-149.md) * [v1.148 — New Dashboard, To-Dos and New Roles](https://sembark.com/travel-software/release-notes/1-148.md) * [v1.147 — Email Docx Download and Template Customizations ](https://sembark.com/travel-software/release-notes/1-147.md) ### 2023 * [v1.146 — Customization of Quote Email and PDF Template](https://sembark.com/travel-software/release-notes/1-146.md) * [v1.145 — Salesperson, Destination and Source Reports](https://sembark.com/travel-software/release-notes/1-145.md) * [v1.144 — Multi-Category Quotations](https://sembark.com/travel-software/release-notes/1-144.md) * [v1.143 — Trip Sources Merging](https://sembark.com/travel-software/release-notes/1-143.md) * [v1.142 — Proforma Invoice and Guest City](https://sembark.com/travel-software/release-notes/1-142.md) * [v1.141 — Cab Types Management and Destination-wise Contact or Billing Addresses](https://sembark.com/travel-software/release-notes/1-141.md) * [v1.139 — Hotel Advanced Search, Marketing Person Leads, Website/Ads Leads Tagging](https://sembark.com/travel-software/release-notes/1-139.md) * [v1.138 — Activities and Transports](https://sembark.com/travel-software/release-notes/1-138.md) * [v1.137 — Cab Price Calculator for Quotes](https://sembark.com/travel-software/release-notes/1-137.md) ### 2022 * [v1.135 — Merge Hotels and Destination-wise Support Numbers](https://sembark.com/travel-software/release-notes/1-135.md) * [v1.133 — Select Same Cabs to Quote for All Days](https://sembark.com/travel-software/release-notes/1-133.md) * [v1.131 — Download Trip Sources and Guest Data](https://sembark.com/travel-software/release-notes/1-131.md) * [v1.120 — Markups in Quotes](https://sembark.com/travel-software/release-notes/1-120.md) * [v1.105 — API Integrations](https://sembark.com/travel-software/release-notes/1-105.md) * [v1.104 — Images in Quote PDFs and More Personalization](https://sembark.com/travel-software/release-notes/1-104.md) ### 2021 * [v1.99 — Add Similar Hotel Options in Packages](https://sembark.com/travel-software/release-notes/1-99.md) * [v1.98 — Open Signup and Test Data Mode](https://sembark.com/travel-software/release-notes/1-98.md) * [v1.96 — Trip Cancellation and Payment Refunds](https://sembark.com/travel-software/release-notes/1-96.md) ### 2020 * [v1.72 — Hotel Bookings Ledger](https://sembark.com/travel-software/release-notes/1-72.md) * [v1.70 — Introducing Sales Reports](https://sembark.com/travel-software/release-notes/1-70.md)