Lead pipeline and leads from ads
Every traveller who writes to you is a lead. Pipeline shows them all in five columns, from first message to booking, so nothing slips through. You do not move cards: Fareply reads the stage from the conversation.
The five stages
| Stage | When |
|---|---|
| New | The traveller wrote; no price has been sent yet. |
| Quoted | A price was sent: a priced reply, a quote PDF or a quote page. |
| Followed up | After the quote your team wrote again, and the traveller has not answered since. |
| Booked | Mark booked was clicked in the inbox, or a confirmed booking reference was added. |
| Lost | Marked lost by your team, with a reason. |
Each column shows how many leads it holds and the value quoted or booked. Tags on the cards show a lead from an ad, a quote the traveller accepted on the quote page, and leads waiting for your reply. Filter by period, by who the lead is assigned to, and to leads from ads only. Partner conversations of the group desk are not leads and do not appear.
Mark a lead lost
In the inbox, open the conversation and click Mark lost in Lead details and choose the reason: price, dates or availability, no reply, booked elsewhere, not a lead, or other. Click Undo to change it. If a lost traveller writes again, the lead comes back as new, unless you marked it as not a lead. Marking a lead booked clears "lost".
Leads from your ads
When a traveller writes from a Click to WhatsApp, Messenger or Instagram ad, the conversation shows which ad, and the pipeline marks the lead From ad. Use the From ads filter to see how your ads turn into bookings.
Welcome message for ad leads
Owners can set a short welcome in Automatic replies, under Welcome for leads from ads. It is sent once, right away, to a traveller who writes from an ad, before anyone has replied. Then the normal suggested reply follows.
- It is your own fixed text, not AI. Prices are not allowed in it: quotes come from your approved tables.
- Pause all automatic replies and the channel choices on that page apply to it too.
- Leave it empty to send nothing.