How To Guides (12)

Master Sales Stages & Booking Strategies for Leads

Modified on Mon, 24 Feb at 3:04 PM
How to Create a New Lead Booking

Modified on Tue, 19 Nov, 2024 at 9:01 AM
How to Add Documents, PDFs and Images to a Lead Booking

Modified on Wed, 10 Jul, 2024 at 2:33 PM
How to Link a Client to a Lead Booking - Lead Booking

Modified on Mon, 15 Jul, 2024 at 2:04 PM
How to Export Client and Group Manifests

Modified on Tue, 23 Jul, 2024 at 3:03 PM
How to Send a Receipt

Modified on Mon, 15 Jul, 2024 at 2:04 PM
How to Update Financials for a Confirmed Lead / Booking

Modified on Mon, 15 Jul, 2024 at 2:04 PM
How to View, Edit and Email an Invoice

Modified on Fri, 31 Jan at 9:17 AM
Leads - How to Add a New Trip to a Lead Booking

Modified on Wed, 31 Jul, 2024 at 8:52 AM
How to Use Custom Payment Links on a Client Invoice

Modified on Mon, 15 Jul, 2024 at 2:13 PM