Summary:
Each lead in Triply moves through pipeline stages that track its progress from first contact to confirmed booking.
Default Statuses:
• New – Recently added lead, not yet contacted.
• Contacted – First contact made, awaiting response.
• In Discussion – Active conversations happening.
• Proposal Sent – Quotation or itinerary sent.
• Won – Lead converted to a client.
• Lost – Lead not moving forward.
🔔 Tip: Keep statuses updated so your sales reports stay accurate.
Common Questions:
Q: Can I customize pipeline statuses?
A: Yes – Admins can create custom statuses in Settings > Lead Pipeline.