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When a customer contacts a sales representative, the sales representative researches and profiles the customer's account to determine if the account and the contact are already in the database, and the status of the account.
After accounts or contacts have been created and profiled, you can create opportunities, quotes, orders, and event checks for them. You may add further details (such as travel preferences) about them at a later stage as the details about the account or contact become available.
When you have created an account, you can manage its travel profile, create event templates for the account, view its transactions, track intermediary accounts, create business plans for the accounts, and perform basic account management, such as managing notes, attachments, and activities. When you have created a contact you can manage the contact's travel profile, create event templates for the account, build contact loyalty, and perform basic contact management, such as creating notes, attachments, and activities.
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