How to Use YaalaGo CRM

How to Use YaalaGo CRM

Trips

Associate Payments to Trips

Add and Associate payments into a trip.

Step 1: Add a Payment Transaction

Scroll down to Payment history and click Add Transaction.

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Step 2: Associate or Add Payment

You can associate a payment from an existing proposal or add a manual payment using credit transaction modes and credit card payments.

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Step 3: Submit Payments

Click Submit to add the payments.

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The revenue and expected profits will automatically update to reflect received payments.

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Customer Support: support@yaalago.com