How to Create a New Lead Booking

Modified on Tue, 19 Nov, 2024 at 9:01 AM

Welcome! Today, we'll quickly show you how to Create a new Lead Booking in the Oasis Travel Platform.

1. First, navigate to Leads on the left hand column, then select Create.

2. Alternatively, you can use the Quick Add menu at the top.

3. Then, hit the Create Lead icon to the left.

4. On the pop-up enter your lead booking name, add a lead source and assign it to an agent. Clicking create opens the lead booking.

Click here to explore recommended naming conventions for your Lead Bookings

5. In this section, begin to input any details for the lead booking.

And that's how to create a new lead booking on the Oasis Travel Platform!

We hope you found this guide helpful. If you need additional help or want to share your thoughts, reach out at [email protected]. We love hearing from you and are always here to help.