Leads Tracking

Every enquiry has a next step.

Track enquiries, assign follow-ups and move qualified leads into Sales.

30-day free trial · No credit card required

youragency.traveltour.ioDemo data
Marketing / Leads Tracking
Leads TrackingAdd lead
Lead BoardAssignee: AllSales page: All
New 12
JAPAN SALES PAGENadia RahmanAssigned to Aina
Qualified 8
META CAMPAIGNDaniel TanJapan · 3 passengers
Closed 5
EMAIL CAMPAIGNPriya KumarBooking confirmed ✓

Sample agency stages · Drag leads to update their stage

Marketing → Sales

Interface demonstration based on platform layouts. Sample data.

  1. 01Marketing
  2. 02Sales
  3. 03Finance
  4. 04Operation
  5. 05Customer Service
Marketing → Sales

Track enquiries, assign follow-ups and move qualified leads into Sales.

A closer look

What you can do with Leads Tracking

Track enquiries, assign follow-ups and move qualified leads into Sales.

01

Custom lead stages

Use your agency’s configured lead stages to reflect the way your team qualifies enquiries.

02

Assignee and sales page filters

Filter the board by assignee or sales page to focus on the right follow-ups.

03

Drag-and-drop lead board

Move a lead between stages as the conversation progresses.

04

Lead activity history

Keep stage changes in the lead activity history so the next team member has context.

In your daily workflow

A clear path from start to finish.

For Marketing Team.

  1. 01

    Capture an enquiry

    Track enquiries, assign follow-ups and move qualified leads into Sales.

  2. 02

    Assign and qualify the lead

    Filter the board by assignee or sales page to focus on the right follow-ups.

  3. 03

    Hand over to Sales

    Keep stage changes in the lead activity history so the next team member has context.

Malaysian marketing colleagues collaborating on a travel campaign; a woman wears a modest navy hijab.
Built for the people doing the work

For Marketing Team

Track enquiries, assign follow-ups and move qualified leads into Sales.

  • Use your agency’s configured lead stages to reflect the way your team qualifies enquiries.

  • Filter the board by assignee or sales page to focus on the right follow-ups.

  • Keep stage changes in the lead activity history so the next team member has context.

Bring Leads Tracking into your agency.

Explore the connected workspace with a 30-day free trial.