Customer Resource Management (CRM) | Avianis Help Center

Customer Resource Management (CRM)

Accounts, contacts, leads, and vendors.

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

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 Kyle Ferguson
Updated over a week ago

Add preferences to an account or contact record & add notes to an account

Written by Kyle Ferguson
Updated over a week ago

Assign sales reps to a customer record

Written by Kyle Ferguson
Updated over a week ago

Setup jet cards

Written by Kyle Ferguson
Updated over a week ago

Add travel documents to a contact record

Written by Kyle Ferguson
Updated over a week ago

Add multiple addresses to contact record

Written by Kyle Ferguson
Updated over a week ago

Deals

Create a deal and deal search page

Written by Kyle Ferguson
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 Kyle Ferguson
Updated over a week ago

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

Written by Kyle Ferguson
Updated over a week ago

Add personnel and crew contacts to a vendor record

Written by Kyle Ferguson
Updated over a week ago