There are 7 stages of the sales funnel on your dashboard. Everything is managed and updated automatically on the dashboard so you can easily manage your enquiries and bookings without having to leave the platform. Here’s a bit more information about each stage.
Enquiry = These are all your live enquiries from Guests that have expressed interest in booking your Space
Proposal = Once you’ve sent a Bespoke Proposal to an enquiry in your pipeline they will move into the Proposal stage
Order Form = Once a proposal has been accepted by a Guest it can then be turned into a bookable order form. This is when it moves into the Order Form stage
Pending = Once a Guest has made payment and 'requested to book' via an Order Form or via the widget, they will appear as Pending in your sales funnel
Accepted = All events that you have accepted and have received payment for will appear as Accepted
Finished = Once an event is over and payment is complete, it will automatically move into Finished
Archived = When you decline an enquiry or booking it will move into the Archived stage