Softrip CRM Overview
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The ability to view all customer and contact details on one screen from reservations can help staff with providing better customer service, viewing both past reservation history details, special requests, and more. To enable this option, please contact Softrip if users are unable to view the CRM from reservations. |
Manage Customers—Overview
If the intention is to sell to businesses (selling to travel agencies), then users will need to set-up each individual Travel Agency under the “Manage Customers” screen.
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Users can add customer documents. This is often use if a specific document, such as W-2's, need to be saved into the CRM relating to the customer.
Creating a New Customer
Defining the fields
To create a new customer, after accessing the manage customer screen, select the plus (+) sign.
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Access the CRM
Search for the Contact
Select the plus (+) sign on the Promotions/Account Credits Section
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Search for an existing promotion to apply to the contact. Note: New Contact Promotions cannot be created here. Users will only be able to search for existing promotions that have been previously created on the contact promotions screen.
Set the status to active to ensure the contact is able to redeem the promotion Note: Contact promotion statuses can be set to Active, Expired, Pending, and Redeemed. Statuses such as expired and redeemed will automatically be applied through the system when a contact has redeemed a promotion or a promotion is expired based on the dates associated to it.
Enter any applicable overrides to the promotion such as the price, the valid book dates and the valid departure dates. Note: Updating the price and book dates under the contact promotion does not override the original promotion. The updates will only apply to the promotion assigned to the contact.
Select Save
Special Requests/Preferences
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