Manage your Clients and Suppliers Database
Wednesday, August 12 11:00AM EST
Audience: All users.
Length: 45 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.
|Wednesday, September 2|
|Wednesday, September 23|
If you have any questions you can send us an email to this address email@example.com with: your name, last name and the name of the agency to which you belong.