Give consultants, reviewers and managers the records needed for their decisions.
Consultants work with accounts, contacts, opportunities, activities and their travel proposals.
Proposal reviewers inspect the linked opportunity, source revision and decision recorded during proposal submission.
Managers check the pipeline and action history; Admin maintains organization, team and user records.
| Role | Client accounts | Trip pipeline | Packages and lines | Follow-ups | Travel proposals | Review and evidence |
|---|---|---|---|---|---|---|
| Travel Consultant | Edit | Edit | Edit | Edit | Edit | Edit |
| Proposal Reviewer | View | View | View | — | View | Edit |
| Sales Manager | View | Edit | Edit | Edit | View | View |
| Operations Coordinator | View | Edit | Edit | View | View | Edit |
| Admin | Edit | Edit | Edit | Edit | Edit | Edit |
Owns client conversations, opportunity progress and travel proposal preparation.
Starts on: Open Trip Pipeline
Makes the independent decision on a submitted travel proposal.
Starts on: Submitted Proposal Check
Reviews pipeline, follow-ups, package value and final outcomes.
Starts on: Open Trip Pipeline
Maintains the package catalog and checks action receipts and attached evidence.
Starts on: Action Receipts
Maintains organizations, team members and access for the agency.
Start free, then use Proto to change fields, steps and approvals before your team goes live.