Sales tools- Opportunity Manager, Client Manager and Credit card resource guide

Client/User Management

• Store and manage client contact information (Client Manager)

• Add or delete employees/users

Creating & Sending Quotes

• Opportunity Manager dashboard overview

• Create a quote (Steps 1–5)

• Send a quote to your client

• DocuSign & client checkout (including payment)

Trip & Quote Management

• What to do after a trip is signed and paid

• Trip calendar, passenger details, and trip management

• Hide a quote

• Update a confirmed quote to a different quote

• Generate a trip invoice

Credit Card Payments

• Credit card processing FAQs

• Authorize/charge a card or send a payment link

• Process a refund

• Best practices to prevent and defend chargebacks

Banking & Fund Transfers

• Add your commercial bank account (including ACH vs. wire routing numbers)

• Transfer funds to your commercial bank account

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