Agent Profile Edits and Notifications [VIDEO]

How to Set Up Notifications for Customer Forms in Vacation Creations CRM

Did you know you can receive instant notifications when a client submits a form inside Vacation Creations CRM? In this video, you’ll learn how to customize your notification settings so you never miss important client activity.

This step-by-step tutorial shows you how to:

• Access and edit your agent profile
• Update your personal information and profile picture
• Navigate to the notification settings section
• Enable notifications for:
  • Customer form submissions
  • Customer invite completions
  • Lead assignments
  • Reservation form submissions
• Choose how you want to receive notifications:
  • By email
  • Inside the Vacation Creations system
  • Or both
• View in-system alerts using the notification bell icon
• Open and review submitted client forms directly from notifications

You’ll also see how submitted forms are tracked with timestamps, making it easy to stay organized and respond quickly to client activity.

This video is part of our Vacation Creations CRM training series, designed to help travel agents stay informed, organized, and connected with their clients.

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