ROLLER to Excel 365 School Inquiries

IntelliPaaS Integration Pack for ROLLER and Excel 365 ensures your sales team never misses a lucrative school booking. When a teacher or education coordinator submits a group inquiry through ROLLER, the platform automatically logs the full inquiry details — school name, contact, group size, preferred date and any notes — as a new row in your designated Excel 365 workbook. Your sales team opens a single spreadsheet to see every pending school lead in one structured, up-to-date view.

School and education group bookings are among the most valuable segment for many venues — large group sizes, advance planning horizons and repeat annual bookings make each relationship worth cultivating carefully. Yet education inquiries often arrive through multiple channels and end up scattered across individual inboxes, missed in a busy ROLLER dashboard or discovered days later when the parent or teacher has already booked elsewhere. A centralised Excel 365 log ensures every inquiry is captured the moment it arrives and presented to the sales team in a consistent, actionable format.

The Excel 365 pipeline log gives the sales team a shared view of all pending education inquiries with the information they need to prioritise outreach, track follow-up status and manage the conversion process through to confirmed booking. The consistent format makes it straightforward to add status columns, filter by preferred visit date, sort by group size and build reporting on education booking conversion rates over time.