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- Travel Agency CRM
- Process
- Travel proposal review
Travel proposal review
The consultant prepares a travel proposal on an opportunity and runs Record Travel Proposal. That action records the independent decision, approval and receipt in one run. The reviewer compares the recorded decision and source revision with the linked client trip before the team relies on it.
Step by step
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Prepare the record Travel Consultant
Travel Consultant enters the traveller, date, booked quantity and itinerary reference on a draft proposal.
- Keep trip context attached
- Updates Travel proposals, Opportunities
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Submit and record review Travel Consultant
Travel Consultant runs Record Travel Proposal; the draft moves through Submitted, the workflow records an independent decision, sets Approved and writes a receipt.
- Move Draft through Submitted to Approved and retain the independent decision and receipt
- Updates Travel proposals, Review decisions, Operation receipts
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Check the recorded decision Proposal Reviewer
Proposal Reviewer compares the source revision and decision with the linked opportunity and itinerary reference before the team relies on the approval.
- Compare decision and source revision with the trip record
- Updates Review decisions, Travel proposals, Opportunities
Who does what
Roles and permissions- Travel Consultant
- , Proposal Reviewer.
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