Move a trip through its statuses

Steps

1. Open the trip. In the header, use the "Status" menu. The statuses are New Lead, Consultation, Proposal, Under Review, Closed Won, Closed Lost, Fully Booked, Traveling and Returned.
2. Or work the "Tasks:" panel: when the required tasks are done, choose "Move to" the next status.
3. To close a trip as lost, choose Closed Lost, pick a reason (Price, Timing, Booked elsewhere, No response, Not travelling now or Other), add a note if you like, and choose "Close as lost".
4. From the Board, you can also use "Close as lost" on a card.
5. To turn automatic moves on or off, open Settings > Board and use "Move trips automatically".

What you will see

• Entering a status creates that status's checklist tasks.
• With automatic moves on, publishing a proposal moves a New Lead or Consultation trip to Proposal. A client asking for revisions moves a New Lead, Consultation or Proposal trip to Under Review. A booked trip moves to Traveling on its start date and Returned after its end date.
• Closed Won shows a "Deposit paid" or "Deposit unpaid" badge worked out from the payment schedule.
• A client approving a proposal never moves the trip. You do that with the "Mark Closed Won" button on the banner.

Common problems

Related

• Work through your tasks and your day
• See what your client decided