How to view an existing customer
Select the “CRM” Tab on the left-hand side of the screen.
The left-hand side of the screen show a list of the current customers.
The right-hand side of the screen shows the details of the specific customer.
Type the name of the customer in the customer block and click “search”.
Markup Policy – This Tab allows you to set special / different markup policies per customer:
Contacts – This Tab allows you to capture contact details of specific people within the customer:
Extranet Sections – This Tab allows you to show/hide certain services per customer:
Notes – This Tab allows you to make notes pertaining to the specific customer:
Attachments – This Tab allows you to attach documents to a specific customer:
Activity – This Tab shows information regarding the number of quotes and bookings processed for a specific customer, as well as a conversion percentage, non-confirmed bookings, and arrival numbers:
Figures – This Tab allows you to view the turnover and markup amounts for a specific customer:
History – This Tab allows you to see who created the customer, as well as all changes made on the customer’s profile:
How to create a new customer
Once you have performed a very thorough search to make sure the customer isn’t loaded, click on the “New” button. A blank template will open as follows: Complete the information as necessary on all of the tabs and click “Save”. The new customer will ...
How to search for a booking
Select the “Bookings” Tab from the menu on the left-hand side of the screen. You are able to search for bookings using the following filters: Consultant Booking: Search by selecting the name of the consultant. Origin: Search by the location of the ...
How to search for a quote
Select the “Quotes” Tab from the menu on the left-hand side of the screen. You are able to search for quotes using the following filters: Consultant Quote: Search by selecting the name of the consultant. Origin: Search by the location of the agency ...
How to view Supplier’s details (inside profile)
Hover over the “Suppliers” icon and select “Database”. Use the filters to search for the required Supplier. Once you have found the desired supplier, click on the “Edit service” button to open the Supplier’s service. This can be done by either ...
How to view rates
Select the « Suppliers icon » Select « Database » In the database, use the filters for researching suppliers. Once you have found the desired supplier, to check rates, click on the “Edit service” function to access rates and details: The ...