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My Pipeline
Recent Activity
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My Consultation Requests
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Contacted
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Converted
| CLIENT | PHONE | TRAVEL TYPE | QUALITY | STATUS | DATE | ACTION | |
|---|---|---|---|---|---|---|---|
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My Contacts (all sources)
Already have your own client? Add them here directly - it skips the CEO pool and stays tagged as your own lead for the higher commission share.
| NAME | CONTACT | DESTINATION / TRIP | SOURCE | STATUS | DATE |
|---|---|---|---|---|---|
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My Leads
| CLIENT | DESTINATION | BUDGET | PHONE | STAGE | DATE | UPDATE STAGE | |
|---|---|---|---|---|---|---|---|
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My Clients
| NAME | PHONE | BOOKINGS | REVENUE | LAST ACTIVITY | ACTIONS | |
|---|---|---|---|---|---|---|
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Register Manual Sale (quick)
Log a Full Booking (Expedia TAAP, etc.)
Save a complete sale record — client, passport/traveler details, trip cost, and commission — permanently to the CRM.
Sales History (quick sales)
| TYPE | AMOUNT | MY COMMISSION | DATE | NOTES |
|---|---|---|---|---|
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Logged Bookings
| CLIENT | PLATFORM | TRIP | TRAVELERS | COST | MY COMMISSION | PAYMENT | SALE REVIEW | ACTIONS |
|---|---|---|---|---|---|---|---|---|
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Reminders & Tasks
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Clients Requesting Me as Their Advisor
Respond within 24 hours — after that the CEO can step in and reassign the client to someone else.
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Activity Log
| ACTION | LEAD | NOTES | DATE |
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