Lead Orchestrator
Tracks every active case and shows what each one needs next, based on its records. Nothing is sent from this screen — emails, WhatsApp, Xero updates, and supplier commitments all go through the approval queue first.
Case monitor queue
What the scheduled sweep would surface every 1–3 working hours
darrentien@dynastytravel.com.sg · SAVH. 15 VIS-BE SELECTED TO JOIN THIS CULTURAL EXCHANGE TRIP TO BEIJING · stage: Engage · Qualify
Gather missing W.H.A.T. discovery details and match a reference itinerary / cost benchmark.
The case cannot be priced or routed reliably until the client brief is complete.
Bohong Development · Japan · stage: Source · DMC
Gather missing W.H.A.T. discovery details and match a reference itinerary / cost benchmark.
The case cannot be priced or routed reliably until the client brief is complete.
How this monitor helps
- • Surfaces the next step for each case without waiting to be asked.
- • Makes DMC waiting / replied / QC status visible across every lead.
- • Holds external or commercial actions until a human approves them.
- • Keeps finance and payment blockers attached to the same trip.
DMC queue snapshot
Soft RFQ tracking across active cases
No DMC-related blockers detected.
Safety boundary
This screen only suggests next actions. No email, WhatsApp, Xero update, or supplier commitment is ever sent or posted from here — every external action must be approved in the Approval Queue first.