CRM – Customer management instruction

PMS产品运营组Created at:Feb 25, 2019 12:46:52

1.       CRM - Agreement Customer

There are 3 kinds of agreement customer: Online OTA, Corporate, sales

²  Online OTAs are preset by system, hotel doesn’t need to do anything;

²  Corporate sales are created by corporate. If you cannot find agreement customer, please contact with local sales.

Tel: 4008987118;

WeChat to customer service;

Email: Reservation.lvyuetravel.com

Sales and AR account need to create by hotel as below

2       How to create agreement customer?

(1)     set up salesperson

Configuration → EPMS setting → Hotel setting → Staff

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(2)     set up agreement customer

CRM → AR customer → + Agreement Customer

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(3)     set up AR account for agreement customer

AC → AR report → + New AR account, More detail please click here

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(4)     make an order for agreement customer

EPMS → Reception → New order

Channel: Contract; Agreement: search

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