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Getting Started Guide: Your Account Overview & Profile
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Getting Started Guide - Getting Started Guide: Your Account Overview & Profile

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What you'll learn

This course includes

  • 2.5 hours of video
  • Certificate of completion
  • Access on mobile and TV

Summary

Full Transcript

Get a quick tour of the platform, profile, and settings inside your Travefy account. To start a free 10-day trial of Travefy go to https://info.travefy.com/getstarted 00:00 Welcome and Overview 00:08 Profile Branding Setup 00:31 Account Settings Tour 01:08 Integrations and Referrals 01:32 Security and General Settings 01:53 Trips and Pages Navigation 02:29 Marketplace and CRM Contacts 02:59 Contact Details and Workflows 03:44 Tasks Automations and Wrap Up Disclaimer: For privacy purposes, NO PERSONALLY IDENTIFIABLE INFORMATION WAS USED OR SHARED IN THIS VIDEO. All client information that is shared in this video is sample information and is displayed for demonstration purposes only. No user information in this video is real nor related to a real person.

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