1 min read· Updated 2026-04-30
Status pipeline
Every enquiry moves through a status pipeline:
| Status | When to set |
|---|---|
| New | Default. The enquiry just landed. |
| Contacted | You replied via WhatsApp / email / phone. |
| Quoted | You sent a real number. |
| Booked | Traveller confirmed and paid (or signed contract). |
| Closed (Lost) | Traveller went elsewhere, ghosted you, or the trip was cancelled. |
| All | A view filter — not a status. Shows everything. |
Why it matters
Updating status is two minutes of work that pays back two ways:
- Your analytics. The dashboard shows your funnel. New → Contacted conversion tells you if you are replying fast enough. Quoted → Booked tells you if your prices are competitive. Without status updates, the funnel is empty.
- Search ranking. Operators with high Quoted → Booked conversion get ranked higher in the public package search. The signal is "this operator closes deals". You earn the rank by closing.
Set Quoted as soon as you mention price
Even if you said it casually on WhatsApp ("our price for that group size is around $2,800"), set the status to Quoted. The traveller has the number; the funnel reflects it.
Closed (Lost) is OK
Every operator has them. We do not penalise lost deals. We penalise un-updated enquiries (the system assumes they are still open). Marking a stale enquiry as Closed (Lost) cleans up your inbox.
How to change status
On the enquiry card, click the status pill. A dropdown opens. Pick the new status. The change is instant; no save button.
You can also bulk-change from the Enquiries page — multi-select rows then choose status.
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