🎬  Missed Our Thursday Webinar?

Don't worry! Watch it below🌟

🚀 Pro Tip: All of our mini-training sessions are available via the Help Center in the Webinar Library section.

Quick Takeaways

• Eloise from Lengishu & Borana was originally scheduled to join but was unable to. She’ll be featured in a future session.
• Sarah shared a quick update on recent Dashboard enhancements in Safari Portal.
• A new Leads tab has been added to the Dashboard. Lead Files allow you to enter client information without attaching proposals.
• Lead Files support detailed file data, including source, travel type, channel, consultant, tags, partner agents, and traveler info.
• File Details have been enhanced across all pipeline stages (including Confirmed), giving users at a glance visibility into guest info, tasks, notes, financials, and file ownership.
• New permissions allow designated users to customize pipeline stages, helping teams stay better organized.

📌 Keep an eye on our Notice Board for new and upcoming releases!