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Contact Pipeline πŸš€

Track every lead from first touch to closed client with a visual sales pipeline, richer contact profiles, and bulk actions.

Your contact management just leveled up. A brand-new visual sales pipeline, enriched contact profiles with trip details, and powerful bulk actions make it faster than ever to manage your leads and close more deals.

Visual Sales Pipeline πŸ”„

See every lead’s journey at a glance

  • A new pipeline stepper sits at the top of every contact profile, showing exactly where each lead stands: New β†’ Contacted β†’ Qualified β†’ Client
  • Completed steps display a checkmark badge β€” you always know what’s done and what’s next
  • Contact avatars appear directly on the pipeline, so you can identify leads visually without reading names

Interactive status updates

  • Click any step to move a lead forward or backward in the pipeline β€” no dropdowns or forms needed
  • Hover over a step to preview the status before committing to a change
  • When a lead converts to a client, a confetti celebration confirms the win β€” because closing a deal should feel good
  • A confirmation dialog prevents accidental status changes, keeping your data clean

Richer Contact Profiles πŸ“‹

Capture trip details upfront

  • New fields for budget, destination, travel date, and travel participants let you capture the full trip inquiry right in the contact form
  • A WhatsApp toggle next to the phone number marks whether the contact is reachable via WhatsApp β€” no need for a separate field
  • Incoming messages from your website forms are displayed directly on the profile, so you never lose context

Client payment overview

  • Client profiles now show a payment summary card with paid and unpaid totals at a glance
  • Trip proposals count is displayed with a quick link β€” one click takes you straight to that contact’s trips

Bulk Actions ⚑

Manage contacts and trips in volume

  • Select multiple contacts or trips using checkboxes β€” or use the select-all option to grab everything at once
  • Bulk delete with a confirmation dialog keeps you safe while letting you clean up fast
  • Selection mode activates a clear visual state so you always know you’re in bulk-action mode

Why This Matters

Managing a pipeline of travel leads used to mean clicking through individual profiles and updating statuses one by one. Now your entire sales flow is visual, interactive, and fast. Richer contact profiles mean you capture budget, destination, and preferences from the very first inquiry β€” so when it’s time to build a proposal, the details are already there. And when your database needs tidying up, bulk actions handle it in seconds instead of minutes.