video1.0<iframe src="https://www.loom.com/embed/691898f0c9f7439fa4ff5feda87afeb6" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/691898f0c9f7439fa4ff5feda87afeb6-b3f914ee467858c9.gif2321.02In this video, I walk you through the process of inputting client information into our CRM system, specifically focusing on creating profiles for new clients like Ria Van Ray and her husband. I emphasize the importance of accuracy, especially with email addresses, to ensure automatic communications are sent correctly. I also demonstrate how to create a trip for Ria, including setting the status and linking additional attendees. Please make sure to follow along and replicate these steps in your own workflow to avoid any mistakes. Remember, timely input is crucial as package prices can change frequently.