Intro
Putting together a first trip is not difficult at all. After the following steps, you have already created a customer and a suitable trip for them. Your trip can be sent to any contact via PDF, Word or AXUS.
It is important that you (or your administrator) have already gone through the CRM and the administration and filled in the most important information in the system.
To create your first offer/itinerary, it is important that you understand the following structure: Company → Location → Dossier → Document.
Therefore, we will guide you through the following steps and explain this structure to you: