Learn about one of the user types – agents, and how to invite them to your account to seamlessly share ready-made itineraries with them.
An agent is a user with limited access to your account.
Their goal is to sell your itineraries to end customers. They can review and rebrand the reeceived itineraries, finalize the pricing with their markup, and send the itinerary.
Their goal is to sell your itineraries to end customers. They can review and rebrand the reeceived itineraries, finalize the pricing with their markup, and send the itinerary.
To provide an agent with access to your account:
1) Create a NEW CONTACT record on the CRM Contacts page.
2) Save it.
2) Open the record and scroll down to the bottom of the page for the option to ADD AS AGENT.
3) An invitation email will be sent to the agent.
4) The agent will be able to finalize their access following the provided link.
5) Once they are signed up you will be able to start sharing itineraries with them.
To send an itinerary to an agent:
1) Navigate to your Dashboard.
2) Locate the itinerary you wish to share with the agent.
3) Tap the itinerary dotted menu on the far right and select the Send to Agent option.
4) Select the agent from the list of invited agents.
Note: The list of agents who have access to your account can be viewed and managed under Settings – User Management – Agents.
