Adding a Client to the Yaalago CRM
- Yonatan Sklar |
- 9 steps |
- 33 seconds
1
Navigate to [https://crm.yaalago.com/dashboard](https://crm.yaalago.com/dashboard)
2
Click "Clients"
3
Click "Add Client"
4
Fill out all of the relevant fields.
Preferred name
Legal Name
DOB
Email Address
Meal & Seat Preferences
TSA Membership # if applicable
Home Address
Gender
Redress # if applicable
5
You can enter multiple Frequent Flyer Program Numbers for a client.
Select the airline, enter the program name, and #.
(Click the add button to add a second one. )
6
Click the "Text" field.
Here you can enter their login information to their Frequent flyer account, or any other relevant notes you may want to add.
7
If you would like to add another client, click the add button.
8
Click "Submit" to save.
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