Effectively managing client itineraries and bookings requires a deep understanding of the various Sales Stages within your travel booking system. Each stage signifies a different phase in the client's journey, from initial inquiry to the finalization of their trip. This guide provides a strategic approach to help you accurately manage these stages, ensuring accuracy in your financials and client proposals. 

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The 5 Sales Stages presented below—Qualification, Proposal, Confirmed, Won, and Lost—serve as a standard framework and can be customized to fit your specific workflow needs. 

Step 1: Qualification

Definition: This stage includes all lead bookings prior to sending any trip proposal to the client.

Purpose: Utilize this stage to collect essential details such as client preferences, budget, and desired travel experiences to prepare personalized proposals.

Step 2: Proposal

Definition: Comprises all lead bookings where a trip proposal has been forwarded to the client.

Usage: Here, you can offer multiple itinerary options—luxury packages, mid-range choices, or additional add-on packages. This flexibility allows for necessary adjustments based on client input.

Why It’s Useful: The proposal stage is critical for refining travel details to align with the client’s expectations and budget, providing various options to boost client satisfaction.

Step 3: Confirmed

Definition: Applies to all bookings that have been confirmed but are awaiting final payment or supplier confirmation.

Key Point: There can be only one confirmed trip per Lead Booking, to streamline financial and operational processes.

Importance: Setting a Lead/Booking to Confirmed designates the specific Trip and lead booking that will be used for information fed to Dashlets, Itineraries, and Reports. This ensures that all data aligns with the Confirmed Trip, enhancing the coordination of travel arrangements and client updates.

Step 4: Won

Definition: Includes all bookings that have been successfully completed and paid for.

Relevance: Marking a booking as Won not only helps track successful transactions but also influences the data displayed in Dashlets and Reports, providing valuable insights for performance analysis and strategic planning.

Impact: This status plays a crucial role in reflecting accurate sales success across the platform, aiding in decision-making and future marketing and sales strategies.

Step 5: Lost

Definition: Accounts for all bookings that did not convert into sales.

Learning Opportunity: Reviewing lost bookings can provide insights into the reasons behind unsuccessful proposals, offering critical feedback for enhancing future sales strategies.

Importance of Stage Groups

• Each Sales Stage is linked with a Stage Group, offering clear categorization and aiding in precise monitoring of booking progress. While you can have many different Sales Stages, each can only be associated with one of the listed stage group options, ensuring clear and consistent reporting.

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And that's how to navigate the sales stages 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.