A converted trip still needs coordination before and during travel. As the salesperson who owns the customer relationship, you make sure everything is booked, payments are clear, and the guest is looked after on the road.
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Before the Trip — Confirm Everything is Booked
After conversion, all quoted transport and activity services become operational bookings and reservations begin. Before the start date, confirm that hotels are booked and operational services are assigned — the trip’s pending-bookings warning flags anything still open, and it is also why the profit report stays incomplete until bookings are done. Collected and due amounts are visible to operations, so clear any pending payment first.
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On-Trip Follow-ups
Live trips appear in the On Trip stage on the Leads dashboard — your place to take on-trip follow-up and contact calls and handle any on-ground requests from the guest.
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Work with Operations
The Tour Operations team manages cab schedules, driver and supplier assignment, pick-up/drop locations and trip vouchers from the operations calendar. Coordinate any changes with them — when a quote changes after conversion, unbooked services auto-update while supplier-assigned bookings are preserved for manual review.
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After the Trip — Feedback
Ended trips move to Past Trips, with the most recent check-outs on top — a good place to collect customer feedback and make any final updates to the quotation. Trips auto-lock 7 days after their end date to protect completed records.
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Done
That completes the sales role end-to-end: lead → quote → share → follow-up → conversion → collection → coordination. Continue with the Reservations and Tour Operations guides for the teams you hand off to.