Leads and your website form
Keep every enquiry, follow up on time, turn it into a customer in one press, and take enquiries from your website.
4 min read
A lead is someone who has asked about a trip but is not a customer yet: a call, a WhatsApp, someone walking in, or a message from your website. Leads keeps them in one list so nobody is forgotten.
Add a lead
- Open Leads and press New lead.
- Type their name and a mobile or an email. Add what they want if you know it: destination, dates, how many travel, a rough budget.
- Choose where they came from (Phone, WhatsApp, Instagram and so on), who handles them, and a Follow up on date. Press Add lead.
If they look like someone you already have (the same mobile, email or name), SunTrip says so on the lead, so nobody is entered twice.
Four states, nothing more
| New | Just arrived. Press Mark contacted once you have spoken to them. |
| Contacted | You are talking to them. |
| Converted | They are now a customer (see below). |
| Not interested | It did not go ahead. Reopen brings it back. |
The list shows open leads first, with follow-ups that are due at the top. Closed shows converted and not interested ones.
Follow-ups
On a lead's follow-up date it appears in the bell of whoever handles it, and in their morning email. Change the date with Edit when you have spoken to them.
Make them a customer
- Open the lead and press Convert to customer.
- Choose a new individual, a new family, a new company, or a traveller of a customer you already have. Check the first and last name.
- Press Make them a customer. The customer and the traveller are made with the lead's mobile and email.
- Press Start a booking for them to begin their first booking straight away.
The lead is kept, marked Converted, and linked to the customer (on the customer's Leads tab), so you can see which enquiries became bookings.
Your website form
An Admin can put a form on your own website: visitors leave their name, mobile and what they want, and each one arrives in Leads as a New lead from Website form, with an email to the person you choose.
- Open Settings, then Lead form, and tick The form is on.
- Choose what it asks, the message people see after sending, and who receives the enquiries.
- Share the link (for example in your Instagram bio or WhatsApp status), or press Copy snippet and give it to whoever looks after your website to paste in.
The form is in English and Arabic. Visitors always tick that they agree to be contacted about their enquiry, and SunTrip records when. It blocks automatic spam without asking visitors to prove they are human.