Creating Trips

Each lead can have multiple trips. This guide shows you how to create and manage trips for your leads.

Why Multiple Trips?

Travel agents often work with clients who plan multiple trips:

A honeymoon now, and a future anniversary trip
A business trip this month, and a vacation next year
Multiple destinations for different purposes

LeadsFollow lets you manage all trips for a lead in one place.

Creating a Trip

Step 1: Open the Lead

Navigate to the lead detail page
Go to the Trips tab

Step 2: Add a New Trip

Click "Add Trip" button
Fill in trip information

Step 3: Trip Details

Required Information:

Destination - Where the trip is to (e.g., "Italy", "Japan")
Departure Date - When the trip starts
Return Date - When the trip ends

Optional Information:

Number of Travelers - How many people (defaults to 1)
Budget - Total budget amount for this trip
Status - Current trip status (defaults to PLANNING)

Step 4: Save the Trip

Review all information
Click "Create Trip"
The trip appears in the trips list

Trip Statuses

Trips have their own status system:

PLANNING - Initial planning phase
QUOTED - Quote sent for this trip
BOOKED - Trip is confirmed and booked
IN_PROGRESS - Trip is currently happening
COMPLETED - Trip has finished
CANCELLED - Trip was cancelled

Setting the Working Trip

One trip can be marked as the "Working Trip" - this is the trip you're currently focusing on for this lead.

To Set Working Trip:

In the Overview tab, find the trip in the trips section
Use the trip switcher or click "Set as Working Trip"
This trip becomes the active focus

Working Trip Benefits:

Appears in the lead header and Overview tab
Tasks and communications can be linked to it
Enables access to Portal features:
- Itinerary tab - Build day-by-day itineraries
- Quotes tab - Create and send proposals
- Portal tab - Build and share client portal (includes invoice management)
Quick access to trip details

Managing Multiple Trips

Viewing All Trips

In the Overview tab, you'll see:

All trips for this lead
Status of each trip
Dates for each trip
Working trip indicator

Switching Between Trips

Use the trip switcher in the Overview tab
Or click on any trip in the trips list
Set as working trip if needed

Trip Activity

Each trip's activity is shown in the Overview tab:

Communications related to this trip
Tasks for this trip
Files and documents
Status changes
Notes specific to this trip

Linking Items to Trips

You can link various items to specific trips:

Tasks

When creating a task:

Associate it with a trip
Task appears in trip timeline
Helps organize work by trip

Communications

When logging communications:

Link to a specific trip
Track conversations about that trip
Maintain clear history

Files

Upload files to a specific trip:

Upload document
Associate with trip
Organize by trip context

Trip Details and Portal Features

When a trip is set as the working trip, you can access Portal features from the lead detail page:

Itinerary Tab - Build day-by-day trip itineraries
Quotes Tab - Create professional proposals
Portal Tab - Build and share client portal with clients (includes invoice management)

Adding Trip Notes

Trip notes are stored as Activity records (type "NOTE"):

Use the "Log Activity" button in the lead header
Select "Note" from the Type dropdown
Enter your note
The note will be associated with the working trip and appear in the Notes section of the Overview tab

Tips for Managing Trips

Create trips early - Don't wait until booking
Use descriptive destinations - "Italy - Rome & Florence" vs just "Italy"
Set working trip - Focus on one trip at a time
Link everything - Tasks, communications, files to specific trips
Update status regularly - Keep trip statuses current

Trip Statuses - Understanding trip statuses
Multiple Trips Management - Best practices for multiple trips
Creating Leads

Next: Learn about trip statuses in detail →