How to Use the Customer Management Feature [VIDEO]

How to Manage Customer Profiles in Vacation Creations CRM

In this training video, you’ll learn how to navigate and manage customer profiles inside Vacation Creations CRM. From storing traveler information and securely managing payment methods to tracking travel history and using customer tags, this walkthrough shows how the CRM keeps all your client details organized in one place.

This step-by-step tutorial covers:

• Navigating the customer list and customer profile layout
• Searching for and accessing customer records quickly
• Managing traveler details, family members, birthdays, and passport information
• Adding travel notes, restrictions, and loyalty numbers
• Sending forms to clients and tracking submitted forms
• Using the secure payment card vault and two-factor authentication
• Allowing clients to securely submit credit card information through forms
• Viewing customer travel history, leads, upcoming trips, and past reservations
• Using referral tracking to measure client referrals and revenue
• Understanding general notes vs. special notes
• Creating and applying customer tags for organization and marketing
• Filtering customer lists using tags and interests
• Preparing for integrated email marketing campaigns using customer data

This video is perfect for travel advisors and agency admins who want to better organize customer information, improve workflows, and build smarter marketing strategies inside Vacation Creations CRM.

Please note: These videos use demo data and not actual client or customer data.