Pipeline

The pipeline is the heart of Tourbox. It tracks every customer journey from an initial enquiry through to a confirmed and authorised booking. Every record has a clear status, a record of who did what and when, and a complete timeline of activity.

Two record types drive the pipeline:

• Enquiries are lightweight leads: someone has expressed interest in a trip.
• Bookings are active trips being planned, quoted, paid for, and operated.

Each enquiry can be qualified, rejected, or converted into a booking. Bookings can also be created directly when a customer is ready to skip straight to a quote.

Sections

• Enquiries: Inbound leads, qualification, and conversion.
• Enquiry to Booking Flow: Visual guide to the full status lifecycle.
• Bookings: Managing active bookings, tabs, and statuses.
• Itineraries: Building day-by-day trip plans.
• Passengers: Managing travellers and portal invites.
• Customers: Your customer directory.