Manage your Clients and Suppliers Database

Wednesday, August 12 11:00AM EST

AudienceAll users.
 Length45 minutes.
Limited space:  25 people max.
In this webinar we will guide you through the advanced functionalities of the clients and suppliers module.

Some of the topics we will discuss include:

  • Add clients and prospects.
  • Complete client profiles with travel preferences, network and sub-travelers.
  • Share clients with other advisors.
  • Segment your database through custom exports.
  • Store credit card information with PCI Compliant Integration.
  • Add new suppliers .
  • Add contact information to supplier profiles.
  • Create and assign labels to suppliers.
Register now!


More dates

Wednesday, September 2
Wednesday, September 23

If you have any questions you can send us an email to this address with: your name, last name and the name of the agency to which you belong.

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