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Tip: Target New Prospects

Posted on March 21, 2016 by o2_admin

Did you know the Lead Management Dashboard in AgentMate shows you which leads are for repeat passengers? That’s right! When you are on the Lead Dashboard any guest that already has an active reservation will appear highlighted in green. Leads… Continue Reading →

Tip of the Week Lead Management

Tip: e-Engagement Statistics

Posted on March 14, 2016 by o2_admin

Did you know that Email Delivery, Open, and Click-through rates for e-Engagement populate in AgentMate? Not only do they appear in AgentMate, they are updated each night to catch new opens and clicks. From your Primary Dashboard you can see… Continue Reading →

Tip of the Week Client Profile, e-Engagement, Email, Marketing

Tip: Bundling on Your Invoice

Posted on March 7, 2016 by o2_admin

Did you know that AgentMate allows you to bundle, or package, pricing on each reservation invoice? Yep! Each Reservation allows you to record all the line items your client is purchasing, or that the Agency is purchasing (like gifts); documenting each… Continue Reading →

Tip of the Week Bundling, Invoice

Testimonial: Shari Marsh

Posted on March 1, 2016 by o2_admin

AgentMate rocks. I’d be lost without it. This is a great product.

Testimonials

Tip: Single Guest Accounting

Posted on February 29, 2016 by o2_admin

Did you know that you can create individual invoices for passengers on the same reservation? When friends or siblings travel together they often will pay for their own portion of a shared booking; because of this when a new booking is… Continue Reading →

Tip of the Week Invoice, Single Guest Accounting

Tip: Cached Pricing and Group Advantages

Posted on February 22, 2016 by o2_admin

Did you know that AgentMate has cached pricing for most major cruise lines? Yes! Each morning new pricing is loaded into the application and can be found on the Inventory > Search All Inventory screen. You can see pricing for Inside,… Continue Reading →

Tip of the Week Added Revenue, Search All Inventory

Browser Compatibility

Posted on February 16, 2016 by o2_admin

As technology continues to advance AgentMate continues to update its processes and procedures to stay current. Microsoft has stopped deploying software updates and bug fixes for older versions of Internet Explorer so AgentMate will no longer be accessible in IE10… Continue Reading →

Release Notes

Tip: Save Time Creating Leads and Reservations

Posted on February 15, 2016 by o2_admin

Did you know that you can start a New Lead or Reservation within AgentMate from the Client List screen? We’ve found this to be a very popular feature that Agents use as soon as they learn about it. After you have initially… Continue Reading →

Tip of the Week Client List, Client Profile, Lead Management, Time Saving

Quarterly NCOA Processing: Feb-2016

Posted on February 11, 2016 by o2_admin

As clients move and complete a Change of Address they invariably miss notifying some people, they may even forget to tell their Travel Agent! Because of this Vacation.com audits and updates clients opted-in for the Engagement Program on a quarterly basis. In many cases,… Continue Reading →

Release Notes Engagement, Marketing

Getting Started: Configuring your Browser

Posted on February 10, 2016 by o2_admin

AgentMate is cross-browser compatible, meaning it can be used in nearly every browser including Google Chrome, Internet Explorer 11+, Microsoft Edge, Safari, and Firefox. Currently we see most Agents using Google Chrome. AgentMate makes heavy use of Pop-up windows; because… Continue Reading →

Best Practices browser, chrome, recommended browser, troubleshooting

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