How to use the lead pipeline and WhatsApp/email templates.
It's a visual kanban board: drag each contact through the stages as the conversation progresses, from first contact to confirmed booking. It gives you a clear view of where every potential guest stands, without relying on memory.
New (contact just arrived) → Contacted (you replied) → Quote sent → Booked (closed) → Lost/Dormant (didn't move forward, but stays on record for you to revisit later).
In Templates, create reusable messages for common situations like confirmation, welcome, or a check-in reminder. Write it once and use it across every future booking.
Yes. Templates support variables automatically filled in with booking data — guest name, dates, amount.
The lead leaves the active pipeline but the conversation history stays saved — you can always reach out again later.
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