Opportunities - Trama

An opportunity is each inquiry that the agent has qualified as a potential sale. It’s the basic unit of work in Trama.

Opportunity data

Each opportunity has this data (most of it is filled in automatically):

Data	How it’s obtained	Example
Lead name	Extracted by agent	”Lucy”
Destination	Extracted by agent	”Porto de Galinhas”
Travel dates	Extracted by agent	”July 10-17”
Passengers	Extracted by agent	”2 adults, 1 child (8)“
Budget	Extracted by agent (if mentioned)	“USD 1500 per person”
City of origin	Extracted by agent	”Cordoba”
Temperature	Calculated automatically	Hot / Warm / Cold
Assigned rep	Assigned by system or manually	”Nicolas”
Quoted amount	Entered by sales rep	”USD 3800”
Status	Kanban column	”Quoted”
Loss reason	Entered by sales rep (if applicable)	“Price”
Summary	Generated by agent	Conversation summary
Creation date	Automatic	”April 2, 10:23”
Conversation link	Automatic	Link to full chat

Opportunity name

Generated automatically with the format: [Lead name] - [Destination] Examples: “Lucy - Porto de Galinhas”, “Roberto - Cancun”, “+1 9 351… - No destination” The sales rep can edit it if they want.

Attachments

You can attach files to each opportunity: quote PDFs, payment receipts, images, documents. They can be sent via chat to the agent or uploaded directly from Mission Control.

⌘I