ibuzoho

1. Introduction The Travel Agency Tracker is a Zoho Creator CRM built to run a travel agency's day-to-day operations from a single place. It follows a traveller's entire journey through the business — from the first enquiry, through quotation and booking, to payment collection and after-sales follow-up. This guide explains the navigation, the Dashboard, and every module in the application, along with the fields you'll fill in and the recommended way to use each one. Who this guide is for •      Sales and booking staff who log leads, prepare quotations and confirm bookings. •      Accounts staff who track payments and balances due. •      Managers and admins who monitor the Dashboard and assign work across the team. 2. Getting Around the App The left-hand sidebar is your main menu. It gives access to every module in the system: •      Dashboard — a live snapshot of the whole business. ...