Creating an Offer

Click on ‘create new’ customer

You do this because you have to have their Point of contacnt so you can send out an offer

Input information received in the widget to create a customer card. Click create when finished.

This will allow you with the necessary information to invoice etc. for Private customers, no need to input agent information. Only use information written in this card as a guide.

Assign the lead to yourself

Now create a POC (point of contact ) & click save POC

This is a feature made especially for companies and having a point of contact within a company, however for private individuals just input your customer information once more. This is needed in order to move further.

Now click on ‘Create Project’ (opprett prosjekt)

This now creates a private event that is shown as such in your calendar and attaches it to your requested tour/lead. The project description is only for internal use.

You’ll now see your private event created, and internal description made. to Double check that its in your calendar, navigate to month view and you will see it in yellow