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What is a lead in Vacation Creations?
Question:
What is a lead in Vacation Creations?
Answer:
A lead in VC is NOT a human. It is a reservation that hasn’t been booked yet.
Think of a lead as a potential trip or quote you are working on for a client. The customer is the person. The lead is the travel opportunity tied to that customer before it becomes an active reservation.
Once the client books, that lead can be converted into a reservation so you can continue tracking the trip, payments, emails, tasks, notes, and booking details in the right place.