How to Use YaalaGo CRM

How to Use YaalaGo CRM

Trips

Fully Exchange A Trip in The CRM

Exchange a trip in the CRM and confirm new itinerary details.

To exchange a trip in the CRM, you'll need to use GDS and the CRM together. Let's look at the steps:

Step 1: Open All Sections in GDS

Use the Show All PF key in GDS to open all sections. Copy the displayed information to your clipboard.

Step 2: Open GDS Trip in The CRM

Go into the CRM and open GDS Trip as if you are entering a new trip.

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Step 3: Paste Information and Start Exchange

Paste the copied information into the CRM and click Exchange.

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The first step of the exchange determines if you are fully exchanging a PNR. This means all travelers on the reservation are traveling on the new itinerary under the same trip and PNR number.

Use Expansion Split PNR if travelers have been split off of a trip.

Step 4: Start the Fully Exchanged Function

Click on Fully Exchange to begin. If you accidentally click Convert instead, you can click Exchange to return to the same function.

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Step 5: Confirm Dates and Review Trips

After confirming the dates, two columns will appear: the left shows your old trip (everything saved), and the right shows your new trip.

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Step 6: Compare and Select Correct Information

Compare the information in both columns to ensure the right details are present. Select the correct information, such as Tickets for flight, to mark previous tickets as exchanged and assign the correct flight segments to the new ticket numbers.

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If your system uses change fee EMDs, ensure you select the flights on the correct ticket numbers.

Step 7: Review Accounting Information

Review the accounting information. The top entry will be for previous tickets, and the lower entries are for new tickets.

In involuntary exchanges where commission is shown twice, you may need to manually adjust it to match the correct commissions taken.

Step 8: Repeat Splits and Submit

Repeat the splits as set by the original trip and click Submit to save your changes.

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You can now go into the trip and confirm that everything was done correctly.

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