Creating a Manual Proposal | Scribe

    Creating a Manual Proposal

    • Yonatan Sklar |
    • 42 steps |
    • 5 minutes
    1
    Navigate to [https://crm.yaalago.com/dashboard](https://crm.yaalago.com/dashboard)
    2
    Click "Proposal"
    3
    Click "Add Proposal"
    4
    Enter the agency, Name of the proposal, and email address.
    5
    Click "Submit"
    6
    Click "Add Manual Option"
    7
    Give the option a name.
    8
    Click the "Cost Per Person For Adult" field to enter the cost of the ticket.
    9
    Click the "Cost Per Person For Child" field if applicable.
    10
    Click the "Cost Per Person For Infant" field if applicable.
    11
    Click the "Expiration Datetime" field. Here you can communicate to the client how long the option is valid for.
    12
    Select the timezone.
    13
    Click the "Custom" field to add notes to the client.
    14
    Click the "Max. Clients" field to select how many passengers will be on the proposal.
    15
    Select the refund and change conditions.
    16
    Here you can enter the terms and conditions of the flight options, so the client can confirm it upon purchasing the option.
    17
    Type "Terms"
    18
    Click here.
    19
    Click the "Departure Date" field to select the departure date of the flight.
    20
    Click the "Flight Number" field to enter the flight number.