Customer Resource Management (CRM)

Accounts, contacts, leads, and vendors.

12 articles in this collection
Written by Matt Slosky and Lauren Bennett

Add Preferences to an Account or Contact record

Add and manage Contact and Account Preferences

Written by Matt Slosky
Updated over a week ago

Accounts, Contacts & Leads

Associate a contact to multiple accounts

Written by Matt Slosky
Updated over a week ago

Convert a lead into an account

Written by Matt Slosky
Updated over a week ago

Assign sales reps to a customer record

Written by Matt Slosky
Updated over a week ago

Setup jet cards

Written by Matt Slosky
Updated over a week ago

Add travel documents to a contact record

Written by Matt Slosky
Updated over a week ago

Add multiple addresses to contact record

Written by Matt Slosky
Updated over a week ago

Deals

Create a deal and deal search page

Written by Matt Slosky
Updated over a week ago

Vendors

Adding a vendor to an airport

How to create a vendor record: FBO/Handler or other service provider

Written by Lauren Bennett
Updated over a week ago

Mark a vendor as preferred

Written by Matt Slosky
Updated over a week ago

Add a vendor aircraft, view trip(s) on the calendar and vendor aircraft search page

Written by Matt Slosky
Updated over a week ago

Add personnel and crew contacts to a vendor record

Written by Matt Slosky
Updated over a week ago