How to Use YaalaGo CRM

How to Use YaalaGo CRM

Trips

Add Bookin to existing Trip

Add a trip from GDS to an existing trip in the CRM.

This guide explains how to add a trip from GDS to an existing trip in your CRM. Let's look at the steps:

Step 1: Copy Trip Details from GDS

In the PNR, click Show All to expand all sections of the reservation. Highlight the relevant text and copy it to your clipboard.

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Step 2: Paste Details into New Trip

Open a new trip in the CRM and paste the copied text.

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Step 3: Confirm Flight Information

Verify that the flights listed are correct.

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Step 4: Verify Booking and Financial Details

Check that the booking agency and sales agents are correct, all tickets are assigned to the correct flights, and that all financials, including upsells, are accurate.

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Step 5: Add Bookings to Existing Trip

After confirming commissions and all other fees, click Add Bookings to existing Trip.

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Step 6: Select the Existing Trip

When prompted, select the appropriate trip from the drop-down menu.

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Your trip has now been successfully added to the existing CRM trip.

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