Softrip CRM Overview
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Review the reservation history of that particular agency. Any booking made under that travel agency will appear here.
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Users can jump directly to the reservation by selecting the reservation number hyperlink.
Jump to the Contact Profile page by selecting the Contact ID name.
Use the Filter Icon to filter the reservation results by reservation status, departure dates, book dates, or the main contact.
Clean the screen by collapsing the reservation history view.
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When creating a new contact, users can enter the following information:
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General Information
Address Information
Manage subscriptions
Customer/IATA Information
Additional Account Settings/Details:
Traveler and Passport Information
Emergency Contact Information
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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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