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Follow-up

Proposal activity and follow-up

Review proposal opens and client actions, then follow up on stale proposals across your team.

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. Add internal seller context notes to track client feedback, negotiation details, or scheduled call dates.
  5. 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) 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.