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November 14, 2024: Updates for Task Manager & Contacts

🎬  Missed Our Thursday Webinar?

Don't worry! Watch it below 🌟

 

 

🚀 Pro Tip: All of our mini-training sessions are available via the Help Center in the Webinar Library section.

Quick Takeaways:

  • The Task Manager now supports multiple task sets, allowing users to customize workflows for different types of trips, such as B2B versus direct-to-client.
  • Tasks can be preconfigured with timelines, assigned team members, and email templates, ensuring consistency and saving time.
  • The contact management system automatically imports guest data from portals and allows tags, detailed client profiles, and connection tracking to improve organization and segmentation.
  • Users can securely share client details, such as passports and flight information, with partners through encrypted emails, eliminating manual data handling.
  • Contact data can be imported via CSV files, and future updates will include advanced filtering for targeted marketing or client outreach.
  • A sneak peek of the upcoming AI-powered Property Page creator showcased how users can quickly generate complete pages in minutes, including text and images.
  • An upcoming feature for custom white-labeled apps will allow agencies to provide clients with itineraries through branded mobile apps, enhancing brand identity and professionalism.

 

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