CRM structure
Company → Location → Dossier → Documents
- Each customer is recorded in advatra under CRM → Companies. In most cases, companies are travel agencies.
- A company can have several locations.
- These locations have employees (travel agents) who look after different dossiers (customer trips).
- All important information about a trip can be summarized in the dossiers.
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