| Table of Contents |
|---|
...
Contacts are defined as either 1) Travel Agents that are associated to a Travel Agency (customer) or 2) Passengers that exist on a reservation within the Softrip application.
| Info |
|---|
Please note that in this context, Travel Agents are distinct from your organization's Salespeople. Travel agents refer to contacts associated with the travel agency you collaborate with. |
All of this information for the Customers and the Contacts is stored within the Softrip CRM. Here users can create, manage, store, and update all pertinent information all in one location. This includes information such as commission profiles, commission details, reservation history details, previous special requests, and more.
...
Access the CRM
Search for the Contact
Select the plus (+) sign on the Promotions/Account Credits Section
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
...