The Opportunities section is where you manage your sales pipeline and track potential bookings from first inquiry to confirmation. Each opportunity represents a potential deal linked to a contact, and a single contact can have multiple opportunities across different trips or departures.
Opportunity Pipeline
Opportunities are displayed as cards in a customizable pipeline, with default stages to help you organize and move deals forward.
You can search opportunities by name, email, or phone, and refine results using filters such as date created and other criteria. You can also switch between Board and List views and manage your pipeline Settings directly from this page:
Note: New and Booked stages are locked and cannot be edited or deleted. All other stages can be customized, reordered, and expanded - you can add as many custom stages as needed, along with colors and descriptions.
You can filter opportunities based on the following criteria:
Don’t worry if you select multiple filters at the same time - they don’t cancel each other out.
Use the More Actions button to export your data. You can choose between exporting all current opportunities or exporting leads created before 2026, if available.
Opportunity Card
Each opportunity card displays key details such as the opportunity title, contact name, last activity, creation date, and the assigned team member. Cards also reflect status through visual cues, helping you quickly identify active, inactive, or new, unread opportunities.
Create New Opportunity
You can create a new opportunity directly from this page by clicking Create Opportunity, then selecting or creating a contact and adding an opportunity title:
Note: Opportunities can be created manually in the CRM or generated automatically from actions such as form submissions, brochure downloads, itinerary interactions, or waitlist registrations.
When does the system create a new opportunity?
A new opportunity is created when a contact shows interest in a trip (e.g., through an inquiry or brochure download) and no active opportunity exists for that same contact and trip.
An opportunity is considered active if there has been any customer or internal activity within the past 90 days. If an active opportunity already exists, it will be updated instead of creating a new one—keeping all interactions in one place and avoiding duplicates.
Important information
Opportunities are organized by contact and trip — meaning each opportunity tracks a specific contact’s interest in a specific trip or departure
If an inquiry comes after a confirmed booking for the same trip and departure date, no new opportunity is created
If an inquiry comes before booking, the system checks for existing active opportunities:
If one exists for the same trip → it is updated
If not → a new opportunity is created
If an opportunity has been inactive for 90 days, it is considered closed, and a new inquiry will create a new opportunity
Opportunity 360 view
You can access full opportunity details by clicking the opportunity card in Board view, or by clicking the row in List view. Alternatively, in List view, you can open the three-dot menu and select View Details.
This section displays the opportunity title - which can be edited at any time - along with the linked contact’s details, such as name, email, and phone number, and a direct link to view the full contact profile. It also provides key opportunity information, including stage, source (how the opportunity was created), last activity, creation date, and the assigned team member. Additionally, you’ll find tags, notes, interested trips, and any additional information captured via custom fields, giving you full context to manage and progress the opportunity effectively.
Note: Under Opportunity Details, you can edit information directly. If a field is defined at the contact level, it can be updated from the Contact page instead.
Under the Activity section, you’ll see a timeline of all updates related to the opportunity, including booking and payment activity, inquiry interactions, and internal changes.
Under the Messages section, Pro users can connect their email account to send messages and view past email exchanges with the contact (click here to learn how to connect your email). You can also manage your full email history, compose new messages, save drafts, and filter conversations by Unread, Inbox, Draft, or Sent — all in one place.
Under the Trips section, you can view all trips linked to the opportunity, including both booked trips and those they’ve shown interest in. You can also add or link trips manually, including those created via payment links.
From here, you can open the Manage Trip page and easily copy the trip link.
AI Email Suggestions
AI-generated email suggestions help you respond faster to new opportunities by drafting a ready-to-review message based on the inquiry. When available, you’ll see a ✨ icon in the Messages tab, where you can review the suggestion, edit it if needed, and choose to send or discard it. These suggestions are available for specific scenarios, such as brochure downloads, trip inquiry and contact forms, or “ask a question” on trip pages:
Emails are never sent automatically, and this feature does not include templates or automated follow-ups.
Automation
Opportunities are created and updated automatically based on contact activity, with interested trips added as inquiries come in. As a contact progresses, opportunities move from New to Booked once a booking is completed. All relevant updates and interactions are captured in the Activity timeline, giving you a clear and up-to-date view of each opportunity’s progress.
Opportunities in the Manage Trip dashboard
All opportunities linked to a specific trip are visible directly within the Manage Trip dashboard, along with key details such as stage, last activity, assigned owner, and contact information. You can filter and view them similarly to the main pipeline, and while no CRM access is needed to see this list, accessing the full opportunity view requires CRM permissions.
Frequently Asked Questions
Can team members access the CRM?
Yes, team members can access the CRM as long as they have access to all trips and the “Send messages to participants” permission is enabled. Without these permissions, the CRM will not be accessible.
Is the CRM a Pro feature?
The CRM is available on both Basic and Pro plans. On the Basic plan, you can use core features such as contacts, opportunities, and custom fields and forms. Pro plans include additional capabilities like CRM messaging, email tracking, and AI-powered email drafting.
Can I create multiple opportunities for the same contact?
Yes, a contact can have multiple opportunities. Each opportunity represents a potential booking, typically linked to a specific trip or departure.
Can I delete the opportunity I no longer need?
To delete an opportunity, open it from the Overview section and select Delete Opportunity. This won’t affect any bookings or booking data, but it will permanently remove all information linked to that opportunity.
What happens if my customer updates their details (e.g., email) in their WeTravel account?
When a customer updates their details in their WeTravel account, key information such as name and email is automatically reflected in the corresponding CRM opportunity. This helps keep your contact records up to date without manual updates.
Please contact us if you have any other questions. We will be happy to help!