Quick Actions are the four gold-and-white tiles just below the greeting on your dashboard. They're one-click entry points for the four things advisors do every day.
New Trip: Start planning Opens the trip search/input flow so you can start a fresh trip for a client. Use it when you're kicking off a new plan and want to jump straight into building.
New Client: Add to CRM Opens the New Client form so you can capture a lead or add someone who reached out. Use it when a new prospect lands in your inbox and you want to get them in the system before you forget.
Log External Booking: Track an off-platform booking Takes you to your External Booking settings, where you can configure the link you use to record bookings made directly with suppliers (outside Voyagr's booking engine). Use this to keep your commission tracking and trip records complete even for offline bookings.
Send Proposal: From an existing trip Opens your trip list filtered to trips ready to send. Use it when you've finished planning and want to get a proposal in front of a client.
Tip: Quick Actions live on both desktop and mobile, they're the fastest way into a task without navigating through the sidebar.