How To Guides (11)

Best Practices for Sales Groups and Lead Booking Management

Modified on Tue, 27 Aug at 2:25 PM
How to Create a New Lead Booking

Modified on Mon, 15 Jul at 2:03 PM
How to Add Documents, PDFs and Images to a Lead Booking

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

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

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

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

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

Modified on Tue, 23 Jul at 11:10 AM
Leads - How to Add a New Trip to a Lead Booking

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

Modified on Mon, 15 Jul at 2:13 PM