Enquiries

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The Enquiries function in Odyssey is designed to manage communications from clients prior to their booking with you.

The Proposals function is an Advanced module and will be covered in a separate Help Page.

To view a dashboard of existing enquiries

From the Main Menu | click the Enquiries button

The enquiry Dashboard shows

the week of the year that the Enquiry was created
the enquiry trip code
the enquiry description
the number of days and number of PAX that this enquiry is for
the name of the user who created the enquiry
the to do task list, indicating which tasks have been completed for each enquiry (toggle the switch on/off)
at the bottom of the list is a total of potential bookings, and their value

Filtering the Enquiry List

The Enquiry dashboard list can be filtered by

season
who created the enquiry
and which L1 (Trail / Country / Category) of your business it relates to

To record a new enquiry

From the Main Menu | click the Enquiries button
Click New

Details

Enquiry Details | Details

On the Details | Details screen, complete any details you have, including an email address. Odyssey will generate a tick beside a valid email address.

To Do tasks

Every Trail/Category of your business can have specific to do tasks for enquiries assigned in Company Settings. Learn more about these settings here

The master of an enquiry can be changed, simply by clicking on the Master Short Code field on the Details Details tab.

This process will leave all elements of the trip in place, only the trip code gets changed to reflect the new Master. Once moved to a new Master, all elements will have to be refreshed from the New Master.