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- Travel Agency CRM
- Process
- Account to opportunity
Account to opportunity
A client company asks about a trip. The consultant confirms the account and contact, then opens an opportunity with an owner, expected value and close date. Start with one named owner and one client case. Keep the opportunity link intact so the next person can check the decision and the associated customer work.
Step by step
-
Identify the client Travel Consultant
Travel Consultant checks the account status and named contact before opening a trip discussion.
- Confirm client and contact
- Updates Accounts, Contacts
-
Capture the trip Travel Consultant
Travel Consultant records the opportunity subject, expected value, close date and next step.
- Open the trip deal
- Updates Opportunities
-
Assign ownership Sales Manager
Sales Manager confirms who will move the opportunity forward.
- Keep responsibility clear
- Updates Opportunities, Team members
Who does what
Roles and permissions- Travel Consultant
- , Sales Manager.
Set up Travel Agency CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.