How to Use YaalaGo CRM

How to Use YaalaGo CRM

Adjusting Settings And Templates

Adding your Vendors in Yaalago

Add vendor details.

Let me show you how to add your vendors in Yaalago. Before getting started with the platform, you'll want to set up your vendors in Settings — everything else builds on this foundation. Let's walk through the steps:

Snapshot

Step 1: Navigate to Vendor

In Settings, scroll down and click on Vendors.

Step 2: Add Vendor Information

Fill in all the relevant details for your vendor, including:

  • Name

  • Email

  • PCC (the PCC where trips will be booked)

  • Time Zone

  • Status

  • Void Type

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Step 3: Review Vendor List

Once saved, your vendor will appear in the list below. You can return here at any time to review or edit your vendors.

Note: It is strongly recommended to add the vendors right at the beginning.

Now that your vendors are set up, the next thing you'll want to do is configure a commission structure for each one.

Commission structures determine how splits and payments are calculated, and they can only be built on top of the vendors you've already added. This is why it's strongly recommended to add all your vendors first, before doing anything else in the platform.

For GDS bookings, the system will also display the PCC associated with the booking, allowing you to identify and apply the correct commission automatically. We'll cover all of this in the next video.

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Create Vendor Commission Structures

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Customer Support: support@yaalago.com