ibuzoho

TravelFlow CRM – Help & User Guide TravelFlow CRM – Help & User Guide Travel management and CRM workflow automation Version: 4.0   |   Developer: IBU Infotech 1. Introduction TravelFlow CRM is a travel management and CRM application for organizing leads, customers, bookings, payments, vendors, and invoices in one centralized application. It also provides workflow automation, validation, email notifications, reports, a booking workflow board, and a trip calendar. 2. Getting Started Open TravelFlow CRM and use the available modules from the application menu. The main workflow is: Lead → Customer → Booking → Payment → Invoice. Vendors can be maintained separately and associated with travel operations as required. 3. Managing Leads Use the Leads form to capture prospective travelers and inquiries. Steps: 1. Open Leads and select Add. 2. Enter Lead Name, Mobile, and Email. 3. Select Destination Interest. 4. Enter Budget, Total Spent, Travel Date, and Num...

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. ...