How to send a quote to your client 

With XstreamCRM you can create a quote and email it to your clients right from your CRM! 
  1. Log into your XstreamCRM.
  2. Select a current client under your Client Listing and then click Quotes and then the Quick Quote button to the right of a client's profile. You can select up to 5 quotes to send.
  3. Input all the information about the quoted trip. The more information you include, the more details the clients will have, and the more information that will populate in the booking area once they confirm a quote. You can even copy and paste the itinerary from the vendor's site. 
  4. Once you've completed the quote click Save.
  5. To email the quote to the client, click on Email Quotes from the client profile and then click Send. The client will receive an email to view the quote. They can select the quote they're interested in or cancel the quotes they don't like. You will receive an email to let you know which quote the client chose or if they canceled them. 
  6. The quote the client chose will now show as an active booking in your CRM. You can now create the reservation with the supplier. Once you do please add the confirmation number to the reservation (to ensure your paid commission for the booking), and send the client the Credit Card Authorization Form directly from the booking on your XCRM. You can also now send your client their itinerary. 

Where do I edit a quote that was sent? 

Once a Quote is sent you it will build a booking under the QUOTE tab. When you go into the Quotes, you can go into the Build/Edit Itinerary and click on the Edit box to the left of the Booking that you need to make changes to.  You can then Re-Email the Quote to the client.

Where do I see the cc info for a quick quote that was accepted by the client?

All Quote correspondence will be in your QUOTES REPORT on your left menu.  From there you will click on the REVIEW QUOTE button, this will take you into the Quote Booking and include the information that you need to complete the reservations with the suppliers and also include the client’s credit card information for payment to the supplier.

If I or the client adds a payment to a booking, will it automatically be charged?

No, the payment link only collects the CC info and authorizes the charge. You must contact the supplier to make the payment. 

How do I create an itinerary?

  1. Log into your XstreamCRM 
  2. Create a new booking or locate an existing booking from your Active Reservation list on your Dashboard.
  3. From the Booking click on the + to open up the booking.
  4. Next click + Build/Edit Itinerary and then click Add Segment or Add Reservation. Add Segment is used for transfers included in the main booking price (For example, a flight included as part of a Funjet vacation package). Add Reservation is used when you would like to add an additional paid service to your booking like additional hotel stays, paid transfers, tours, excursions, etc., that have a different confirmation number and have an additional price associated to them.  
  5. Input all the booking information. Please be sure to select Yes under "Print Reservation on Itin?" You can then upload an image or search for one available. Please be sure you are using either approved marketing photos from the vendor -or- search for a photo in the image search field. This is for copyright reasons. Good news is most vendors have a large catalogue of photos you can use for marketing purposes on their vendor site. 
  6. Next add information about this segment/reservation. This information can usually be taken directly form the vendor's site to describe what this additional service is or entails.
  7. Add any additional information you have about this reservation/segment and then click Save. 

How do I send an itinerary for my client?

  1. Log into your XstreamCRM 
  2. From the Booking, click on the + to open up the booking. Under reservations/segments, make sure you've already added each reservation/segment that's a part in your client's booking. These can be transfers, car rentals, tours, activities, accommodations, insurance, etc.
  3. Select the purple "Itineraries," button.
  4. Upload your own photo to the reservation or search for something that matches your client's destination like "beach," and click "Add Itinerary Header Photo," to insert that image into the itinerary. Please be sure you are using either approved marketing photos from the vendor -or- search for a photo in the image search field. This is for copyright reasons. Good news is most vendors have a large catalogue of photos you can use for marketing purposes on their vendor site. 
  5. Next, click "Preview Itinerary PDF," to make sure it looks ok. You can either print it or email the itinerary by selecting "Email Itinerary". Before you email it, be sure to put something in the message of the email and give it a subject line.
Remember to preview the itinerary before it's sent!


Why is the Trip Information on the Client’s Login Portal now showing the Itinerary?

Go into the client’s booking in your database and click on the ITINERARY button and then click on the GENERATE PDF.  You will want to do this whenever you make any changes to the booking so that the itinerary is always updated within their client portal.


How do I update the heading and footer for Itineraries? 

From your XstreamCRM click on your email address in the top left-hand corner of your screen and click Profile. Click on Itinerary/Header and Footer. Input the information you like and click submit. 






Support

Additional training is located on your XstreamCRM under the Training Menu. You'll find step-by-step tutorials on how to record your bookings and manage your clients. 

If you need additional support, please submit a support ticket directly from your XstreamCRM under the "CRM Support Tickets," tab. Please also request access to the XstreamCRM Facebook page here.