CRM: Manage Client and Supplier Profiles
By Robbie and 2 others3 authors15 articles
Creating and Exporting a client list from your CRM
Adding Suppliers to your CRM
Where can I view a Profile
Import Profiles
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