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Trip Status workflow for PIE CRM (GTC)

GTC users will have the following trip statuses in their workflow

Robbie avatar
Written by Robbie
Updated today

Trip Statuses can be used to filter trips based on your workflow. Here are the Statuses and what they mean. You cannot edit these statuses but can change the color coding to each Status from your My Account page.

New Request: A new trip request form has been completed by a potential client.

Assigned: Trip has been assigned to an IC or someone on your team (if applies).

Started: You have started working on their proposal.

Proposed: You have sent out the the proposal.

On Hold: Client is pending decision.

Confirmed: Client confirms proposal/trip.

Paid: Client has paid.

Docs Sent: Travel docs have been sent to travelers.

Completed: Trip has traveled and is completed.

Cancelled: Trip is cancelled.

Under Deposit: Clients have paid a deposit so far

Sale Submitted to GTC: You have used the submit a sale feature with GTC

Finalize Trip: You have finalized your trip including submitting your sale and received commission.

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