How I Travefy | Smart Decisions with Lisa McLaren скачать в хорошем качестве

How I Travefy | Smart Decisions with Lisa McLaren

Join Lisa McLaren as she shows you how to quote faster, stay organized, and give clients clear, confident choices. By utilizing features like Travefy's Smart Import and Decision tool, Lisa can effortlessly send quotes out quickly with less back and forth. Clients can review options side-by-side, request changes, or approve their favorite. Making the decision process simple and stress-free. Ready to simplify your proposal process? Start your 10 day free trial at: https://info.travefy.com/4rAZJnW 00:00 Welcome and Overview 00:12 Why Use Proposals 00:43 Starting a New Proposal 01:51 Smart Import in Action 03:26 Adding Client Contacts 04:00 Building Additional Options 06:05 Creating a Smart Decision 06:37 Adding Notes and Forms 07:20 Sending to Clients 07:54 Automations After Approval 08:31 Wrap Up Disclaimer: For privacy purposes, NO PERSONALLY IDENTIFIABLE INFORMATION WAS USED OR SHARED IN THIS VIDEO. All client information that is shared in this video is sample information and is displayed for demonstration purposes only. No user information in this video is real nor related to a real person.