Pleasant Holidays
A "to-do" to be done in the future.
Task
Automated or digital routing system that routes Leads that meet specific criteria so that advisors can accept them and work the Lead sales process. T
Omni-Channel
At least one quote has been created for the customer.
Quoted
Your customer has departed for their trip.
Departed for Trip
Your customer has returned from their trip.
Returned from Trip
The workflow in Salesforce completes the steps in the correct order.
Cadence
An optional tool to create and send prices to the customer.
Estimate
The customer cancelled the entire trip before departing.
Sold Cancelled
Provide easy access to additional tools to help you better manage your Leads.
Quick Actions Bar
An icon allows editing of a record from the list view.
Pencil
Represent potential sales with qualified and interested customers.
Opportunities
The Lead cannot be contacted or the customer states they are not intrested.
Unqualified
When your Lead is successfully converted to an Opportunity. What icon do you see in the top left corner, and what color?
Crown and Orange.
When it is time to convert your Lead to an Opportunity, click the ____ icon in the cadence box under Sales Engagements.
Wrench
The most popular Salesforce mascot and represents that persona who helps others to learn the platform.
Astro
Advisor is assigned the Lead from Omni-Channel. the initial call or email to the customer has not been made.
Prospect
The Lead has been vetted by making contact with the customer and validating that they do have interest in receiving a quote or are interested in moving forward with the sale.
Ready for Booking
Is delivered through Omni-Channel in Salesforce, connecting customers to advisors for assistance when they encounter questions or have difficulty navigating the market website.
Live Chat
From Travel Client Profile, you can open a new booking sheet in MRM portal by selecting _____________ or _____________ .
New TST Booking or New Travel Portal Booking Sheet
To proceed with the quoting or selling process after converting the lead to an opportunity, it is important to ensure that the MRM Portal is open and that you are logged in with your credentials. This will allow for a seamless transition into the quoting process.
Launch Travel Client Profile
A tool in Salesforce to show Travel Advisors the next best step or assist in troubleshooting.
Walk-Me
Initial contact to the customer has been made and the advisor is actively working the Lead via the cadence and awaiting next steps.
Working
Represent potential customers who have shown interest in your product or service but have not yet been qualified as opportunities.
Lead
Your customer has made a deposit on a new booking. The phase is the period of time between the initial payment being collected and the customer departing for their trip.
Sold-Pre-departure
A leading Customer Relationship Management (CRM)/Service Management System. An entirely web-based platform that allows for real-time data sharing accessible from anywhere online.
Salesforce