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  4. Advisor Beginner: May 6

Advisor Beginner: May 6

  • Importing Trips and Reservations in Tres with Direct Connect
  • Importing a Cruise Itinerary through Widgety
  • AI Reservation Import
  • Client Payments in Tres
  • Tres - Trip Payment Authorizations
  • Tres - Trip Statement
  • Step by Step Guide to the Tres Client Itinerary
  • Tres Actions
  • Tres - Action Plans
  • Tres - Create an Email Template
  • Tres - Document Acknowledgment Templates
  • Add a New View in Tres

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