Notes about an entire file that apply to multiple itineraries or lookbooks are best placed in Internal File Notes. They're a great way to keep organized and keep general information about a trip handy. 😎
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Add, Edit, or View Internal File Notes
Once you've created an itinerary, Internal File Notes can be found in the Dashboard.
- Go to your
Dashboard and find the itinerary you want to add notes to.
- Click the arrow
next to the itinerary to expand its details.
- Click into the editable field labeled Internal File Notes.
- Type your notes!
- Click anywhere outside of the field. Your notes will be saved automatically.
📌 Internal File Notes will stay with the file even as its status changes through your sales pipeline. They're also searchable in your Dashboard; just use the search
bar.
Internal Itinerary Notes vs. Internal File Notes
On Safari Portal, a file can contain multiple proposals; even though you may draft or send multiple itineraries or lookbooks, they're all related to the same trip.
Internal Itinerary Notes
Notes about individual itineraries or lookbooks are best placed in Internal Itinerary Notes.
What is included in that specific itinerary or lookbook, who's receiving the proposal, and the stage or version of the proposal are things you could include here.
Internal File Notes
Notes about the entire file are best placed in Internal File Notes.
Who referred you to the file, the trip budget, the number of children traveling and their ages, and the travel window are all appropriate to add here.
Nice job keeping organized! 👌