Introduction to Trip and Reports
Tuesday, June 16 11:00AM EST
In this webinar we will guide you through the basic functionalities of the trip module, transactions and reports module.
Some of the topics we will discuss include:
- List of trips created and filter by trip status.
- Simple and advanced search.
- How to create a trip.
- How to add clients and services to the trip.
- How to associate tasks with the trip.
- View a general and personal itinerary, and how to download a PDF itinerary.
- In transactions you will see how to filter the data and export the information.
- In reports you will see how to filter sales and commission data.
|Tuesday, July 7|
|Tuesday, July 28|
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.