Travel proposals

A travel proposal records its parent opportunity, owner, traveller, proposal date, booked traveller quantity, itinerary reference and purpose. Its status separates draft work from submission, approval, rejection and completion. The proposal remains connected to the client deal, so the team can check the commercial context against the recorded decision. The owner can prepare a draft against the right opportunity, then inspect the decision and receipt from Record Travel Proposal. A changed itinerary reference should be checked against the version reviewed.

• Starting record. Open the relevant client or opportunity before changing the trip work. Keep the organization and owner aligned with the rest of the case.
• Action and timing. Record what the consultant did, when the next response is due, and which person must act. The manager can then discuss a specific record.
• Review trail. Use the linked proposal, activity, decision or receipt to explain a change in stage. Keep the reason beside the affected trip.

Agree which consultant owns each proposal; what itinerary reference identifies the intended trip; who performs independent review. Use a real client and a real proposed trip to test these choices. The sales manager should settle who edits commercial details, who handles follow-ups and how a consultant hands work to review. The first operating cycle should be small enough to inspect each transition by hand.

A client may ask for a revised itinerary while the opportunity remains open. Keep the client contact, proposal owner and next step current as that discussion changes. The agency should agree who updates the record after the conversation and when the manager expects to see it.

A consultant prepares a group trip proposal and records the itinerary reference and traveller quantity. The draft remains with the consultant until submission. Record Travel Proposal moves the draft to Submitted, records an independent review decision, approves the proposal and writes an operation receipt. The proposal reviewer then checks the recorded decision against the same opportunity, traveller details and revision. After the handoff, check the linked records from the opportunity and confirm that the owner and reviewer can each find the information needed for their part. A manager should be able to explain the current state from the record without asking the consultant to reconstruct it.

• My Travel Proposals — Find the consultant’s proposals with their itinerary references and status.
• Reviewed Travel Proposals — Compare approved records with their decision date and owner.

See the related process for the handoff, and the data model for the linked records.