Fall Out (FO)
Inquiry (IN)
Actualized (AC)
Trip Options (TO)
Recruitment (RC)
Trip Selected (TS)
Traveled (TR)
Qualified (QL)
Evaluation (EV)
Lead Assignment (LA)
When we have uncovered relevant information about a group leader and established their fit to move forward in the sales process.
Once a group leader has started to explore options of where to take their students, but has not finalized a plan.
A group leader has their tour solidified, and the plan in place to promote that tour within their community (interest meeting date, time, and location).
When a group leader is removed from the pipeline and is no longer actively planning a tour.
The point at which a group leader has selected a tour, their date range, and been walked through the price of the tour and confirmed their desire to move forward.
A group leader that has been briefly interacted with-- likely via email, text, or brief phone call.
A group leader that has expressed interest in traveling this season, but has not been spoken to yet.
A regenerated group leader in phoenix, who has previously traveled or expressed interest in travel, but has not been spoken to this season.
The status a sales op moves to as soon as the first paying traveler is enrolled on a tour, and where it will stay until departure.
The status a sales op will move to as soon as a tour departs.
