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Tip: Resolving Problem Clients

Posted on July 5, 2016 by o2_admin

Have you ever had a client that is a continual challenge, one who rarely purchases and when they do requires phone calls every few days for seven months? I think many of us have. In AgentMate there is the ability… Continue Reading →

Tip of the Week Client Profile

Tip: Reassign Client Ownership

Posted on June 28, 2016 by o2_admin

Have you ever had an Agent retire or leave their agency? As time goes on inevitably Agents will leave and when this happens it can be important to reassign their clients to a remaining agent. This helps ensure that there’s no… Continue Reading →

Tip of the Week Client Profile

Possible Login Issue – Microsoft Update

Posted on June 23, 2016 by o2_admin

Last Night Microsoft pushed some updates last evening. Because of this there have been isolated cases where the AgentMate login screen would not load. In each case this has been resolved closing all programs and shutting down the user’s computer. Once… Continue Reading →

Enhancement

Tip: Track Document Status

Posted on June 20, 2016 by o2_admin

Have you ever had a client contact you asking when they are supposed to receive their Travel Documents? Hopefully your agency doesn’t have that problem as you are using the Document Reminders in AgentMate to stay ahead of these types of… Continue Reading →

Tip of the Week Documents, Reservation Maintenance

Reminder – Update Favorites

Posted on June 16, 2016 by o2_admin

Almost everyone has Favorites saved in their browser to make sure they are able to quickly access frequent programs and websites. Many Agents and Agencies that were using AgentMate prior to 1 March 2016 had its old URL (www.mycruiseweb.com) stored… Continue Reading →

Release Notes

Release Notes: 16 June 2016

Posted on June 15, 2016 by o2_admin

Summary:  An AgentMate release is scheduled to go live the evening of June 15 into morning of June 16. This contained several bug fixes which will be communicated to the impacted users. In addition to that there is foundation work… Continue Reading →

Release Notes Client Profile, Groups, Reporting

Tip: Quick Add-on Management for Groups

Posted on June 13, 2016 by o2_admin

Have you ever been managing a Group and after the fact decided to offer an optional Add-on like a Pre-Hotel, Shore Excursion, Tour, Transfers, or any combination thereof? I’m guessing you have, or that you’d like to (if it weren’t… Continue Reading →

Tip of the Week Groups, Time Saving

Tip: Track Possible Groups within your Lead Dashboard

Posted on June 6, 2016 by o2_admin

Do you like travelling with your friends and family? Many people do – including several of your clients. Every agency I’ve talked to has had at least one time where someone called wanting to do a Family Reunion, Girls Weekend,… Continue Reading →

Tip of the Week Groups, Lead Management

Tip: FIT bookings in a Group

Posted on May 31, 2016 by o2_admin

Have you ever had clients travelling with one of your groups, but they weren’t a part of the group contract? With all of the different Fare codes out there a client will inevitably be booked in under a rate that may be ineligible… Continue Reading →

Best Practices, Demonstration

Tip: Call out Changes so they aren’t Missed

Posted on May 23, 2016 by o2_admin

Have you ever had a conversation with a client and felt like you’re each talking about completely different things? AgentMate attempts to prevent that, at least when it comes to Invoices. Each time that a new Invoice is generated a… Continue Reading →

Tip of the Week Invoice

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