Lesson 2: Getting Organized with CRM, Forms & CC Authorization

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Lesson 2: Getting Organized with Travefy

About this Lesson
In Lesson 2, we'll be covering how to get organized with Travefy's tools! We'll focus on Travefy's CRM tools including Contacts, Forms, credit card authorization, and more. When you complete this class, you'll leave with a full understanding of how to use these tools in your workflow.
What you'll learn
Get the basic understanding of Travefy's core CRM tools and learn what makes them special and best of all, safe and secure.

What to expect:
Interface walkthrough of Contacts
How to set up and upload your own client contacts
Setting up a form to collect client info, including CC Auth and E-Signatures
Creating tasks and automations to simplify your workflow and never miss a beat!
Join us for the next lesson!
      <div style="text-align: center; margin: 0.5em; text-decoration: none; undefined"> <a style="color: #000; font-size: 13px;" href="https://travefy.ewebinar.com/webinar/lesson-2-getting-organized-with-crm-forms-and-cc-authorization-13819">Register for Lesson 2</a> </div>  