Customer enquiry page (TProfile Lite Clients)

Once the enquiry has been created, you will be directed to the customer's enquiry page. Here, you can update their requirements, add quotes, and include guests.

Open

Contacts

• Click on the client's name to navigate to the customer page where you can update any details.

Enquiry

• Click on the edit box to change or update any of the details that you previously entered on the new enquiry form.

Quote

• Click on "Add a Quote," and this will take you to the quote builder where you can start creating your customer quote.

Guests

• If you would like to add all passengers' names to the quote, you need to add them to the guest tab first.

1,Select "Add."

2,Search for the lead customer's name that you entered on the new enquiry form, and then click "Add."

3,Click "Add" again and select "Create a New Customer."

4,Enter the first and last name, then click "Add."

For further information, please contact our training manager, Kerrie O'Sullivan, at kerrie@tprofile.co.uk.