Actions are dynamic follow-up items and associated with trips, clients and travelers. Here you track follow thru items that are not only a function of dates, but also dynamically adjust to the source date automatically.
Activities can be linked to multiple sections in Tres. These include appointments, tasks, notes and promos.
The My Workflow Dashboard includes upcoming departures & returns, events, Actions and deposit & final payments at a glance.
Tags are used to store information that is not stored elsewhere in Tres. They are searchable, and are a vital part of Tres. They are flexible and have few limitations, making them very useful to all advisors.
In this module, Stay Organized!, you are learning to master the following organization skills.
- What is an Action and how they can help with efficiencies
- What are Activities and how to use them throughout the program
- How to utilize the Workflow Dashboard to help you stay on task
- How Tags can help store searchable data such as a group number, traveler allergies, a client referral program and more!
🚀 Choose Your Training Method
Select the method that suits your learning style:
- New User Checklist: An in-app guide that walks you through essential tasks.
- Live Training Sessions: Join scheduled classes and Q&A sessions. View and Register for Classes
- Knowledge Base Articles: Detailed articles to read and follow along within Tres.
- Training recordings for those who prefer to learn visually and at their own pace.
🧭 In-Tres Guidance:
Look for the ‘Guide Me’ button in certain areas of the program. It provides step-by-step assistance for various features within Tres.
📚 Knowledge Base Articles
Stay Organized!
- Actions - Track follow thru items that are not only a function of dates, but also dynamically adjust to the source date automatically.
- Activities – Create static appointments and tasks.
- My Workflow Dashboard – Your ‘to-do’ list! This dashboard allows you to view upcoming departures & returns, events, deposit & final payments and actions at a glance
- Tags – Store information that Tres does not have a field for such as Traveler allergies, group names, seat preferences and more!
Ready to move to the next module? Click the link below to access Module 4.
Need a Refresher? Click the link below to access Modules 1 or 2.
💡Related Articles:
Tres Training Program Overview
Tres Training Program for the New Advisor - Module 1: Client Essentials: Client & Traveler Profiles
Tres Training Program for the New Advisor - Module 4: Save time and be Efficient!
Tres Training Program for the New Advisor - Module 5: WOW your Clients!
Tres Training Program for the New Advisor - Module 6: Your Data, Your Way!
Tres Training Program for the New Advisor - Module 7: Track your Performance!
We’re excited to have you on board and are committed to supporting your journey with Tres. For additional assistance, don’t hesitate to join a live chat session with our experienced support staff by by clicking on the red Chat button in the lower right of this screen or email support@trestechnologies.com.