Full View of All Contacts and Accounts
With TripMatrix Contacts and Accounts module, you can manage all customer data in one place. The module allows you to add a new contact or account with just a few clicks. Modern-looking 360-degree dashboard and smart search feature allows you to quickly filter your contacts.
Key Contact and Account Features and Functionalities
- List of all contacts and profiles
- Contact information (phone number, email)
- Smart search feature
- Easy way to modify and select columns
Create New Contact
- Easy way to create a new contact
- Enter mandatory fields (salutation, first name, last name, email)
- Select ‘’Owner’’ of the contact
- Click “Save” and add to the contact list
You might also be interested in…
As a travel agent, you understand the importance of streamlining your business operations in order to provide the best experience for your customers. With the many software options available on the market, it can be overwhelming to determine which features will have...
Running a successful travel agency requires you to be productive and efficient. Whether you are planning trips for customers or managing your business, there are plenty of ways to maximize your time and increase productivity. Here is a list of 10 useful tips for...
Gen Z and Millennials are very selective when researching holiday ideas. Instead of lying on the beach and sipping cocktails, younger generations are increasingly looking for custom-made holiday experiences. Read on to learn more about popular travel niches and how...