Leads & pipeline · 3 min read
Anatomy of a lead
Every lead in TraWe carries a traveller profile, activity timeline, attached documents, quotations, bookings and payments — everything you need on one screen.
The header
Name, destination, pax, budget, source and assigned agent. Editing here updates the pipeline card in real time.
Activities
Calls, WhatsApp, emails and notes appear in reverse chronological order. Every event is timestamped and attributed to a user.
Documents
Quotations, itineraries, vouchers and traveller documents (passport, visa) are attached to the lead so nothing gets lost between apps.
