proposal.travel

📈 CRM & sales

What is the Trips calendar and how do I see who's travelling?

«Trips» is a calendar with all your sold trips placed by date, so you can see at a glance who's leaving, who's coming back and who's travelling right now. Each trip is drawn as a continuous bar from departure (✈) to return (🛬), spanning every day of the trip. It includes accepted or confirmed proposals and group departures with dates.

  1. 1Open «Trips» in the menu (Sales section).
  2. 2At the top you have live alerts: who leaves today, who returns today, who's travelling now and who leaves this week.
  3. 3In the calendar, hover over a bar to see the destination, departure and return dates, and travellers.
  4. 4Each advisor has their own colour; filter by advisor and move between months with the arrows or «Today».
  5. 5If a trip appears under «No date», add the departure date in the proposal (Trip info) so it's placed on the calendar.

Consejo: To appear on the calendar, a trip must be accepted/confirmed and have a departure date. Each advisor sees only their own trips, unless they have the «see all proposals» permission (Team → edit member).

Still have questions? Write to us at hola@proposal.travel and we'll help.