Save Time & Duplication with Merge to PNRĮmail Blast – 21 st Century Communication Print Custom Letters Easily with Document Templates Run Labels for Quick, Effective Marketing Save Query Folders with Date Formulas for Future Use Generate Target Client Lists with Level 2 and 3 Queries Strengthen Client Relationships with Activity Manager Streamline Marketing with Point-and-Click Codes At the bottom of this article is an overview recording of ClientBase Windows. Select a link below to move to that subject.
Here at Trams and ClientBase Products and Services, we provide you with a multitude of ways to learn ClientBase because the sooner you begin reaping the benefits of ClientBase, the sooner you’ll be SELLING MORE TRAVEL. We further offer unlimited technical support by emailing a question to learns in different ways and at different paces. These are located on our website under Trams and ClientBase | Knowledge Base and Chat at. In addition to our technical documentation, we offer Recorded Trainings that provides interactive training with the convenience of working on your own computer at your own pace. By going to File | Help in ClientBase, and selecting Contents, Index or Search, you get answers to your questions anytime while working in the program. The ClientBase manual, which has been designed to provide detailed instruction for the front-line agents and the agency management and marketing teams is accessible from everyĬlientBase workstation via electronic help files that are updated automatically with every ClientBase release. This ClientBase Overview is designed to provide you with a quick reference to some of the most commonly used features in ClientBase.
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