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