Proposals / Enquiries

The Proposals module is currently under development



The basic Enquiries function in Odyssey provides the opportunity to record enquiries, and then convert those enquiries into Tours/Departures. Standard email templates can be used to communicate with prospective clients, however emails to your clients can still be sent in your normal email programme. The intention of the basic Enquiries function is to be able to record enquiries, convert them to Tours, use the data captured to provide strong reporting stats to Management.


An advanced module allows Odyssey clients to also present online proposals to prospective clients.


The Enquiries and Proposals functions focus on Tour level settings, and does not cater to booking specific changes.


To learn how to set up Master Proposal and Enquiries click here

The Enquiries Dashboard


From the Main Menu | Enquiries menu, there is a monthly dashboard, based on when the month (and week) that the proposed trip was created.


Main Menu | Enquiries

The filter panel on the right hand side of the screen allows you to view only selected records, to assist with quickly finding the proposal you are seeking.


To create a New Enquiry


  • From the Enquiry Dashboard, select the New button from the Options panel on the right hand side

Creating a New Enquiry
  • From the drop down lists, select
    • the trail this proposal is based upon
    • the master this enquiry is based upon
    • the suggested date
    • optionally, the number of clients
    • type the name of the contact/organiser for the Proposal name
    • a proposal code will be created for you automatically based on your selections


The code is based on:

  • First character - Season
  • Second character - Based on your admin setting - e.g. P for proposal, or E for enquiry
  • Third character - Month
  • Fourth character - Suffix e.g. 2 if this is the second Proposal in the same season and month


  • Review the newly created Enquiry for content

Details









Daily Content







Costs/Discounts





Day by Day




Outputs/Emails



To convert an Enquiry to a Tour


From any Enquiry screen, click convert

Learn more here



To Do's





'Enquiry Source' 


2. Will a contact on a proposal automatically become an organiser booking record on a Tour when using the convert function?


4. Will proposal number of PAX become a merge tag for use in email comms?

5. Will new proposal contacts be added automatically to the Enquiry contact list, will they be converted to (removed from that list) when the Convert button is used?

6. Will you change the label Enquires in DEMO (under clients), as it's at odds with the Proposals main menu item.

• Storing & Filtering Trips & Enquiries by Week No.





How to tell if a Tour was created based on an Enquiry


If a Tour was created based on an Enquiry, then you will see the original enquiry code o the Tour | Details | Details | Original Enquiry code

Tour | Details | Details | Original Enquiry code

Note: this field will not show, if the Tour was not originally created as an enquiry.