Packages
Package Enquiries
Overview
View all package enquiry submissions from your website. This is a view-only module - to assign agents or manage enquiries, go to the Leads module.
Navigate to: Admin β Enquiries β Package Enquiries
Table Columns
- Package Title - Name of the package (truncated if long)
- Name - Customer first and last name
- Email Address - Contact email
- Phone No. - Contact number
- Status - Unassigned (orange) or Assigned (green)
- Agent - Assigned agent name
- Actions - Eye icon to view full details
Searching & Filtering
Global Search
Type to search: package title, name, email, phone, agent, status
Column Filters
Package Title: Click filter icon β type package name
Name: Click filter icon β type customer name
Email Address: Click filter icon β type email
Phone No.: Click filter icon β type phone
Status: Click filter icon β select Unassigned or Assigned
Agent: Click filter icon β select agents (multi-select)
Viewing Enquiry Details
Click eye icon β modal shows:
Header
- Reference Code: "Ref: [package_reference_code]"
- Assigned Agent (if assigned)
- Update info (who updated, when)
Customer Info
- Name
- Email Address
- Phone Number
Travel Dates
- Depart Date: Departure date
- Return Date: Return date
- Visual: Plane icon β dashed line β Location pin
Package Information
- Package ID: Clickable link to view package on website
- Package Title: Full package name
- Message: Customer's message/inquiry about the package
Managing Enquiries
You cannot assign or update from this module.
To manage:
- Note customer email/name
- Go to Admin β CRM β Leads
- Search for customer
- Look for lead source: "Package Enquiry Form"
- Assign and manage there
Export Data
Click "Download" β exports all package enquiries to CSV
Status Meanings
Unassigned (Orange): Needs assignment
Assigned (Green): Agent handling
Support
For help: Contact your system administrator
