Questions, answered

Click Get started, then use Proto to configure CRM for Travel Agency for your business. Begin with one client account, its contacts and a representative trip opportunity.

Create an opportunity for the client account. Give it an owner, subject, expected value, expected close date and next step.

Use relationship activities for calls, meetings, email and tasks. Each activity belongs to an opportunity and can carry an owner, due date and outcome.

Use products and opportunity lines to record the item, quantity, unit price and discount discussed with the client.

Record Travel Proposal moves a draft through Submitted, writes an independent review decision, moves it to Approved and writes an operation receipt.

Record Travel Proposal records the independent decision during submission. The Proposal Reviewer checks the linked opportunity, source revision and recorded decision as part of the team’s review.

Pipeline Command shows lifecycle stage, open value by stage and overdue follow-ups. The opportunity holds the owner, close date and next step.

Close Outcome records a caller-supplied won or lost outcome and reason on the opportunity and writes an operation receipt.

A record attachment can be tied to the opportunity or travel proposal, with its title, link, kind and notes.