How to Use YaalaGo CRM

How to Use YaalaGo CRM

Tools

Option Presentation

Present flight options to clients before booking.

In this video, we are going to discuss the best way to show an option to your client before the ticket has been booked. Let's look at the steps:

Step 1: Paste In Your PNR

Head over to Display Flights and paste in the PNR. You can adjust the number of passengers and the price per person.

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Step 2: Adjust Settings

Adjust the settings according to your needs.

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Step 3: Select Graphical View

Select Graphical View to see the options presented with the names and the options below.

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Step 4: Edit Notes

Edit the notes by double-clicking and changing them as needed.

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Step 5: Copy or Download

You can either copy the image, download it, or take a screenshot.

Step 6: Use Text Version

Head over to the text version for a more simple yet efficient option for email or WhatsApp.

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