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Customer Resource Management (CRM)

Customer Resource Management (CRM)

Accounts, contacts, leads, and vendors.

Matt Slosky avatar Lauren Bennett avatar
12 articles in this collection
Written by Matt Slosky and Lauren Bennett
Accounts, Contacts & Leads

Associate a contact to multiple accounts

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Written by Matt Slosky
Updated over a week ago

Convert a lead into an account

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Written by Matt Slosky
Updated over a week ago

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

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Written by Matt Slosky
Updated over a week ago

Assign sales reps to a customer record

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Written by Matt Slosky
Updated over a week ago

Setup jet cards

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Written by Matt Slosky
Updated over a week ago

Add travel documents to a contact record

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Written by Matt Slosky
Updated over a week ago

Add multiple addresses to contact record

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Written by Matt Slosky
Updated over a week ago
Deals

Create a deal and deal search page

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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
Lauren Bennett avatar
Written by Lauren Bennett
Updated over a week ago

Mark a vendor as preferred

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Written by Matt Slosky
Updated over a week ago

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

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Written by Matt Slosky
Updated over a week ago

Add personnel and crew contacts to a vendor record

Matt Slosky avatar
Written by Matt Slosky
Updated over a week ago