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      1. TripCreator Help Articles
      2. CRM

      CRM – your contacts database

      Save and organize business and customer contacts to have them at hand when using other TripCreator systems.

       

       

      With TripCreator CRM you can:

      • create a database of business and customer contacts;
      • quickly assign itineraries to customers and have their contacts at hand within the itinerary;
      • ease the checkout process for your customers with an autofill of their contact information;
      • give access for your agents to join your account;
      • enable neutral domains for specific accounts.



      CREATE A CRM ENTRY


      There are 2 types of records you can create on TripCreator: accounts and contacts. You can search for specific records by name and/or filter them by type.


      • Select the Accounts or Contacts tab;

      • Tap the NEW ACCOUNT/ NEW CONTACT button;

      • Fill in the details and save them.

      NOTE: for the system to autofill the customer's address at checkout – make sure you save ALL properties (only State/Region is not required) of the Main Address section. Also, configure the Main Address as the same as the Billing Address (or enter all properties to the Billing Address):

       

      CREATE CONTACT ENTRY AS YOU GO


      Contacts can also be saved as you go – in the itinerary-building process.
      Simply start typing the name of the contact and click "Add new".
      Filled-in details will be saved in the CRM.




      BILLING ADDRESS AUTOFILL AT CHECKOUT  


      If you have filled in all customer billing address properties – the billing address would be pre-filled for your customer.



      INVITE CRM CONTACTS-AGENTS TO USE THE AGENT'S PORTAL


      In the CRM, a contact can be invited as an agent to your TripCreator account in order to finalize and send the itineraries you share with them to the end customer.

      To send an invite to a pre-saved agent contact, scroll to the bottom of the page to locate the ADD AS AGENT button.


      Important: Learn more about using the Agents Portal here.




      CONFIGURE ACCOUNTS THAT SHOULD RECEIVE ITINERARIES ON A NEUTRAL DOMAIN

      In the CRM, you can also select accounts that should receive itineraries on a neutral domain instead of your branded domain.

      This can be done by enabling the Domain toggle within any of your account's entry page. 


      Learn more about using the neutral domain here.