Lead details
Everything about a lead on one page, from trip details and interested packages to the activity timeline and converting to a booking.
Click any card on the pipeline to open the lead page. This is where you work the customer step by step: change the stage, complete the trip details, log your calls, and finally convert them into a booking.
Top of the page
- The customer's name, when the lead was added, and when it was qualified (if it was).
- Convert to booking: owners and managers, on plans that include Finance (below).
- Delete: owners and managers. Deletes the lead with its notes and tasks; the contact itself stays.
Pipeline stage
A bar with the stages in order. Click a stage to move the lead there; stages already passed get a check mark. Lost sits on its own to the side. Clicking it asks for a lost reason, which then stays visible next to the stage.
Score, owner and follow-up
| Part | What it does |
|---|---|
| Score | Hot, warm, cold. Below it, an optional Score reason. |
| Lead owner | The teammate handling this lead. Their avatar shows on the card, and it drives the "Assigned to me" filter. |
| Next follow-up | Pick a day and time to get back to the customer. It turns red once it's past. |
Next follow-up or a task?
Next follow-up is a single date shown on the lead page. If you want something that appears on the Tasks page and can be ticked off, add a Task from the activity timeline.
Trip details
The AI agent fills these from the conversation. Complete or correct them with Edit:
- Trip type, Destination and Departure city
- From and To dates, or Travel month if the customer isn't sure yet (e.g. Ramadan, August), plus Flexible dates
- Nights
- Travellers: adults, children, infants
- Budget from and Budget up to
- Hotel level and Room type
- Nationality and Visa status
- Special requests
- Estimated value: the expected deal value, summed at the top of each pipeline column
Tip
If the customer tells you something on the phone (an extra child, a new date), update it here right away. Any teammate who opens the lead sees the full picture, and converting to a booking picks up the right numbers and dates.
AI summary
A short Arabic summary the AI writes when it qualifies the customer: what they want, how urgent it is, and anything worth knowing. Read it before you call.
Interested packages
The packages the customer asked about or showed interest in. The AI adds them from the conversation, each with its "From" price. Owners and managers can add one with Add package (searches active packages only) or remove one.
This list matters because converting to a booking puts these packages straight into the booking.
Editing interested packages works on every plan. Converting to a booking still needs a plan with Finance (Growth or Pro).
Activity timeline
Everything that happened with the customer, in order: stage changes, AI events (like qualifying the lead), your notes, calls and tasks.
At the top of the timeline you can add:
| Type | Use it for |
|---|---|
| Note | Anything about the customer: "Wants a hotel close to the Haram" |
| Log call | After any call: "What did you talk about?". Also updates "Last contacted" on the contact |
| Task | Something to do by a deadline: describe it and pick a Due date and Time (the date is required) |
Tasks appear in the timeline and on the Tasks page; tick them off from either place. A task past its due time shows Overdue.
Everyone can delete the notes, calls and tasks they wrote; owners and managers can delete any of them.
Side panel: contact and conversation
- Contact: name, phone, nationality and location, an Open WhatsApp button to chat from your phone, and Full profile to open the contact.
- Conversation: the latest messages between the customer, the AI and your team, so you know where things stand. Owners and managers can click Open conversation to reply. Lead moderators can read the messages here but can't open the conversation.
Convert to a booking
When the customer says yes, turn the lead into a booking in one click:
Click "Convert to booking"
First check that Interested packages and Trip details (travellers and dates) are right.
Confirm
Flyby creates a new booking with:
- The interested packages as items, at each package's "From" price, quantity = adults + children. The unit cost comes automatically from the adult price the "From" price is based on
- Travel and return dates and number of travellers from the trip details
The lead moves to Won.
Finish it in Finance
The booking page opens right away. Adjust prices and costs, add services, and record payments. See Bookings.
Needs a plan with Finance
Convert to booking only shows on Growth and Pro (and during the trial), for owners and managers. Compare plans in Plans.