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- Travel Agency CRM
- Process
- Follow up and close
Follow up and close
After the proposal discussion, the consultant records the next customer contact and closes the opportunity with a declared outcome. The closing action writes a receipt. 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
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Plan the next contact Travel Consultant
Travel Consultant creates an open call, meeting, email or task with a due date.
- Keep the due action visible
- Updates Relationship activities, Opportunities
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Record the response Travel Consultant
Travel Consultant completes the activity and records the outcome.
- Preserve the conversation result
- Updates Relationship activities
-
Close the deal Travel Consultant
Travel Consultant runs Close Outcome with Won or Lost and a reason; the action writes a receipt.
- Record Won or Lost outcome
- Updates Opportunities, Operation receipts
Who does what
Roles and permissions- Travel Consultant
- , Sales Manager.
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