Setting Up Your Business with Travefy’s CRM

Set up your business for success and keep it organized by using Travefy's CRM tools!
In this session, you'll learn:
Get a complete overview of Travefy's CRM
How to set up your client's contacts
Utilizing forms to collect client information, including CC Auth.
Collecting planning fee payments via Invoices
And so much more!
Recorded on July 13, 2023 as part of Travefy's New Agent Bootcamp
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Disclaimer: For privacy purposes, NO PERSONALLY IDENTIFIABLE INFORMATION WAS USED OR SHARED IN THIS VIDEO. All client information that is shared in this video is sample information and is displayed for demonstration purposes only. No user information in this video is real nor related to a real person.