How to Use YaalaGo CRM

How to Use YaalaGo CRM

Adjusting Settings And Templates

Update Layouts and Agency Settings

Adjust email, name, and logo in agency settings.

Just a few more details on how to update different settings. Let's look at the steps:

Step 1: Select Agency

On your agency settings, head over to the navigation bar and simply select Agency and select the pencil icon to edit.

Snapshot

Here you'll be able to adjust the email address associated with the account, as well as the name, and add your agency logo.

Here you'll be able to choose the layouts for your trip confirmations. You have a standard view, more of an itinerary style that shows you chronologically how it's done, and another setting here that shows it in a different layout.

Snapshot

Step 2: Choose Default Layout

You can choose any of these as your default, just don't forget to click Save and you'll be able to update it according to your needs.

Snapshot

Did you find this guide helpful?
Previous

Set Up Payment Methods

Next

Customer Support: support@yaalago.com