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CloudCape

Help / Trips and itineraries

Create a trip

Start a trip for a lead or client, choose its type, and land on the trip workspace.

Who can do this: Needs CRM permission to create trips. Ask your agency owner if the button is missing.

Steps

  1. Open Trips and choose "+ New trip".
  2. Choose the type: Solo, Couple, Family or Group.
  3. Enter a "Trip name".
  4. Under "Person", search "Search leads and clients..." and choose one, or choose "Create a new lead instead" and enter a Name and an Email.
  5. Optionally enter a "Destination".
  6. Choose the create button, which names your trip type, for example "Create family trip".

What you will see

  • You land on the trip's Members tab. The trip starts in the New Lead status.
  • The trip's tabs run Members, Where, When & budget, Options, Proposal, Booking, Documents, Communication, Payments, Travel and After.
  • A tag of "international" or "domestic" is added from the destination compared with the country in your Business profile (default US).
  • The Trips page shows the trip on the Board, List and Calendar tabs. The Board has Sort chips and a search box, and each card has "Pin to top" and "Close as lost".

Common problems

"Trip name is required." or "Pick an existing person, or provide a name and email to create a lead."

Both the name and a person are needed.

Can I drag a trip to another column?

No. Change the status from the trip's header. See "Move a trip through its statuses".

The After tab is empty.

It is a placeholder that reads "After: arrives in a later wave."

This article describes CloudCape as it works today. If your screen differs, get in touch.

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