Documentation: Leads

Modified on Mon, 13 May 2024 at 11:48 AM

Defined

Leads are specific inquiries from potential customers. (Think Lead Bookings)

Relationships

Leads can have one or multiple Clients associated with them.
Leads can have one or multiple Trips associated with them.

Details

Clients - List of Clients associated with a Lead
Trips - List of Trips itineraries associated with a Lead
Financials - Costs, Invoices, and Bills associated with a Lead (Financial only appear when a confirmed Trip is linked to Lead)

Guides

Videos

Fields


Field Name	Type	Instructions
Main Tab
Lead Info
Name	Text	Lead's full name (First and Last Name)
Agent	List	Options generated by list of Agent Users* for your company*
Lead ID	Locked	Individual ID per lead
Lead Source	List	Options are set in company's Profile Configuration. See How to Edit Lead Source for more information (admin only)
Referred By	Text	Name of a client who referred this Lead. Included in Referral Report
Forecast Amount	Text	Amount of Income expected from the Lead
Probability	Percent	Weighted average of probability Lead* will be won*
Group	Drop Down	Allows you to link this lead to a group
Status Info
Sales Stage	List	Options are set in company's profile configuration. See How to Edit Sales Stage for more information (admin only)
Sales Status	List	Options are set in company's profile configuration. See How to Edit Basic Lists for more information (admin only)
Last Contact	Date	Date Lead* was last contacted*
Re-contact	Date	Date to recontact client.* Included in Recontact Report*
Date Closed	Date	Official Close Date of Lead, ties into Financial Reporting. See How to Update Financials for a Lead for more information
Trip Info
Pax (Adults)	Number	Total Number of Adults* going on the trip*
Pax (Child)	Number	Total Number of Children* (under 18) going on trip*
Pax (Total)	Number	The total number of travelers going on the trip (Adults + Children). (Ties into per person pricing on trips linked to Lead)
Trip Start	Date	Start date ties into start date of trips* linked to the Lead*
Trip End	Date	End date ties into end date and duration of trips* linked to the Lead*
Destination	Text	Specific countries or regions lead is interested in, can be multiple destinations
Notes/Description	Text	Free text notepad that allows tracking of important information.
Trips Tab
Add Trip	Prompt	Allows to *add a new trip*
Revisions	List	Lists all trips associated with this lead
Client Tab
Export CSV	Prompt	Allow you to download a client manifest in CSV of all client information linked to this lead
Export XLS	Prompt	Allow you to download a client manifest in XLS of all client information linked to this lead
Link Existing Client	Prompt	Allows to link existing* Client Records*
Add New Client	Prompt	Allows to create a new Client Record in the Oasis database
Client/Passenger	List	Lists all client records linked* to this lead*
Financials Tab
Trip Costs
Export CSV	Prompt	Allow you to download the trip costs in CSV
Export XLS	Prompt	Allow you to download the trip costs in XLS
Show History	Drop Down	Shows History
Cost. Calc.	Prompt	Opens Cost Calculator. See the How To Use the Trip Costs Calculator article for more information
Save History	Prompt	Allows you to save cost history before making changes
Add Costs	Prompt	Allows you to add costs to trip financials
Trip Costs	Line Items	Costs associated with *Confirmed Trips*
Supplier Bills
Export CSV	Prompt	Allows you to download the supplier bills to CSV
Export XLS	Prompt	Allows you to download the supplier bills to XLS
Add Bill	Prompt	Add a bill to lead financials
Supplier Bills	Line Items	Bills due to a supplier
Client Invoices
Export CSV	Prompt	Allows you to download the client invoices to CSV
Export XLS	Prompt	Allows you to download the client invoices to XLS
Send Invoice	Prompt	Allows you to send an invoice to the client. See How to Send an Invoice for more details
Add Invoice	Prompt	Add a invoice to lead financials
Client Invoices	Line Items	Invoices received by the client
Financial Review
Financial Review	Spreadsheet	Indicates all Financials including Trip Costs, Supplier Bills, Client Invoices and Differentials. See How to Update Financials for a lead for more information
Misc.
Company Specific Fields	Fields	Based on company specific configuration
History
Created By	Auto Fill	Lead's creator
Created On	Auto Fill - Date	Date Lead was created
Modified By	Auto Fill	Last user to modify lead
Modify On	Auto Fill - Date	Date Lead was last modified
Field Name	Auto Fill	Field that was modified
Old Value	Auto Fill	Original (Old) value that was within the field modified
New Value	Auto Fill	New value that has been updated in the field
Modified On	Auto FIll - Date	Date field was modified
Modified By	Auto Fill	User who modified specific field