| CLIENT | PHONE | TRAVEL TYPE | QUALITY | STATUS | DATE | ACTION | |
|---|---|---|---|---|---|---|---|
| Loading... | |||||||
Already have your own client? Add them here directly - it skips the CEO pool and stays tagged as your own lead for the higher commission share.
| NAME | CONTACT | DESTINATION / TRIP | SOURCE | STATUS | DATE | |
|---|---|---|---|---|---|---|
| Loading... | ||||||
| CLIENT | DESTINATION | BUDGET | PHONE | STAGE | DATE | UPDATE STAGE | |
|---|---|---|---|---|---|---|---|
| Loading... | |||||||
| NAME | PHONE | BOOKINGS | REVENUE | LAST ACTIVITY | ACTIONS | |
|---|---|---|---|---|---|---|
| Loading... | ||||||
Type the sale amount and press the button: the full booking form opens with the amount filled in. Your commission is worked out on the commission the supplier pays, not on the sale price, and is final only after the accountant enters the real amount and the CEO approves it.
Save a complete sale record: client, passport/traveler details, trip cost, and commission, permanently to the CRM.
| ETA TRAVEL ID | CLIENT | PLATFORM | TRIP | TRAVELERS | COST | MY COMMISSION | PAYMENT | SALE REVIEW | ACTIONS |
|---|---|---|---|---|---|---|---|---|---|
| Loading... | |||||||||
| INVOICE # | CLIENT | TOTAL | STATUS | FILES | ||
|---|---|---|---|---|---|---|
| No invoices yet. | ||||||
0
Sales
$0
Total Sale Amount
$0
Company's Share
$0
My Share (Payable)
$0
My Share (Pending Confirm)
0
Awaiting CEO Approval
"Company's Share" and "My Share" are the ESTIMATE until a booking's real commission is submitted by accounting and approved by the CEO - see the status column below.
| ETA Travel ID | Client | Trip | Lead Source | Date | Sale Amount | Total Commission | Company's Share | My Share | Status | Payout |
|---|---|---|---|---|---|---|---|---|---|---|
| Loading... | ||||||||||
Complete the intro training to reach Advisor Level C: Beginner. Complete every course to reach Level B: Intermediate. Your Seniority Tier is also based on your annual sales, check your profile with your admin/CEO for details.
Respond within 24 hours: after that the CEO can step in and reassign the client to someone else.
| ACTION | LEAD | NOTES | DATE |
|---|---|---|---|
| No activity yet. | |||