CRM: Manage Client and Supplier Profiles
By Robbie and 2 others3 authors18 articles
- Creating and Exporting a client list from your CRM
- Adding Suppliers to your CRM
- Where can I view a Profile
- CRM: Creating a Travelers Profile and Adding Information
- Import Profiles
- Profile Update Form
- Adding Tags To Your Client Profiles
- Adding companions in your profiles.
- Creating teams within your company
- Merge duplicate profiles
- Opting Out of Marketing
- Client Profile Groups
- Sabre Profile Sync (PIE<->Sabre)
- Update or add a new credit card
- Adding Tags to multiple clients
- View/export trips with partners
- Using Preferences in a Profile
- Export Profiles