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- Travel Agency CRM
- Process
- Qualify and submit
Qualify and submit
The consultant moves a qualified trip opportunity toward a customer proposal. The workflow records qualification and proposal submission as distinct actions with receipts. 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
-
Qualify the trip Travel Consultant
Travel Consultant runs Qualify Opportunity; the activity and receipt accompany the move to Qualified.
- Move to Qualified
- Updates Opportunities, Relationship activities, Operation receipts
-
Check commercial scope Travel Consultant
Travel Consultant checks products, quantities, unit prices and discounts on the opportunity lines.
- Confirm priced items
- Updates Products, Opportunity lines
-
Submit the proposal Travel Consultant
Travel Consultant runs Submit Proposal; the proposal email activity, stage change and receipt stay with the deal.
- Move to Proposal
- Updates Opportunities, Relationship activities, Operation receipts
Who does what
Roles and permissions- Travel Consultant
- , Sales Manager.
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