🎬  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:

• In this webinar, Rachel demonstrates how to manage the entire client journey – from first contact to post-confirmation – using Safari Portal’s suite of tools.
• Rachel begins by creating a new contact and using a Guest Portal to track preferences, budgets, and conversations. Next, she builds a proposal using templates and Lookbooks™, sharing tips for choosing the right format and making quick edits with Calendar Builder. She shows how to mix and match layouts, pull in saved properties, and use the AI feature to quickly summarize or rewrite content. 
• Rachel covers helpful organizational tools like tags, pipeline stages, and tasks. She explains how to use tags to manage leads, group contacts (such as families or agents), and keep everything searchable. She also demonstrates how to assign and track tasks to improve collaboration with teammates.
• Additional features touched upon include uploading documents (like invoices or insurance forms), sharing proposals via link or PDF depending on client preference, collaborating with suppliers, and syncing itineraries to the Guest Portal – with or without sending an email invite.

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