The Deal Pipeline helps you track potential bookings through different stages. Tourism operators can use this feature to organise potential bookings, identify the next steps required, and ensure no enquiry is missed, leading to increased bookings for experiences.
Accessing this feature
From your Tourism Accelerator Launchpad, go to Sales & Deals > Deal Pipeline.
How to use it
The most common action is moving a deal from one stage to the next as your conversation with the guest progresses.
Updating a Deal's Stage
On the Deal Pipeline page, find the deal you want to update. Deals are organised into columns representing stages.
Click on the deal card to open the deal details.
Locate the 'Stage' field.
Click on the current stage displayed (a dropdown menu).
Select the new stage that reflects the deal's current status (e.g., "New Enquiry," "Quote Sent," "Negotiating," "Booked").
Click the Save Changes button.
The deal will now appear in its new stage column on the Deal Pipeline page. You can also drag and drop deal cards between stages directly on the pipeline page.
Other Actions
With the Manage Deals feature, you can also:
Create new deals: Add new enquiries or potential bookings as soon as they come in.
Customise your stages: Set up deal stages that match your unique booking process (e.g., "First Contact," "Proposal Sent," "Deposit Paid," "Confirmed Booking").
See your entire pipeline: Get a bird's-eye view of all your active deals, categorised by their current stage.
Update deal details: Change the deal value, expected close date, or add notes about your conversations.
Assign deals to team members: Ensure everyone knows who's responsible for each potential booking.
Filter and sort deals: Find specific deals or focus on the most urgent ones using filters.
Mark deals as won or lost: Celebrate successes and learn from opportunities that didn't work out.
Tips
Customise your stages: Customise your deal stages in the settings to match how your organisation works.
Update often: Regularly update your deals to keep your pipeline accurate and helpful.
Use the notes section: Jot down key details from conversations, next steps, or special requests in the notes section.
Mark deals as 'lost': Marking a deal as "lost" (and adding a reason) helps you learn and refine your approach.
Connect it with your calendar: If you've scheduled a follow-up call, add it to your calendar and make a note in the deal.
Celebrate the wins! When you move a deal to "Booked" or "Won," acknowledge that success.
Need help?
For further assistance, contact us at [email protected]