Proposal activity and follow-up

Steps

1. Open "Dashboard" from the left sidebar to view top-level workspace activity, including total trips and open proposal value.
2. Review the "Attention needed" section for open proposals that require follow-up due to recent traveler activity or lack of engagement.
3. Check proposal activity metrics in the trip list to see total view counts, last viewed date/time, and whether the traveler viewed the proposal or itinerary layout.
4. Use engagement summaries such as visible time, scroll depth, device mix, and important sections seen as context for follow-up.
5. Add internal seller context notes to track client feedback, negotiation details, or scheduled call dates.
6. Update trip status to "Sold" or "Lost" when client decisions are finalized so the workspace stays current.

Notes

• Activity tracking measures first-party engagement (link opens, page views, print actions, and coarse viewer-session summaries) without third-party invasive trackers.
• Some clients use privacy extensions that block web telemetry, so absence of views does not guarantee the proposal was unread.
• Proposal activity is an observed signal, not proof of buyer intent or traveler identity.