proCAM
professional Client and Agent Management
professional Client and Agent Management
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Company detailsThe company details form contains all the details about each company in the database.There are tabs for general details, the people who work for the company, commissions and payments details, notes and publications about the company and a booking analysis. The offices section enables many offices for each company to be recorded. People are assigned to each office as appropriate. |
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People tabThe people tab lists the people who work at the selected company, and is used for quick access to the phone number, person details and quick adding of notes and actions. |
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Bookings tabThe bookings tab accesses the bookings analysis. Bookings are loaded into the database via a spreadsheet output from a booking engine.Accepting that the agent name is likely different from that use in the booking engine, the name correlation is assigned here, and then the graphs are displayed based on the chart type button selected. |