CRM structure

Company Location Dossier Documents

Look at this example for Brownell Travel and how this company would be structured in advatra:

Company (Brownell Travel Company)

Location 1: Brownell Birmingham, Alabama

Dossier 1: One week through Switzerland for the Kennedy family

Document 1: Offer

Document 2: Confirmation

Document 3: Invoice

Location 2: Brownell Atlanta

Dossier 1: One week through Switzerland for the Floyd family

Document 1: Offer


Revision #5
Created 7 June 2022 16:22:19 by Peter
Updated 8 June 2022 14:56:41 by Peter