FAQ
To import your clients from your current CRM to LevarteCRM, you will need to login to your current CRM and export your files into an excel spreadsheet and s...
Thu, 11 Feb, 2021 at 7:07 PM
Check the vendor profile page in order to make sure you are following directions and posting the correct confirmation/reservation number. If you're stil...
Tue, 31 Aug, 2021 at 5:42 PM
You can edit your bookings by clicking on the booking from your main menu in your CRM, and then clicking on + Build / and then clicking on edit under the ...
Thu, 21 Oct, 2021 at 11:56 AM
In order to receive any commission from Levarté Travel for bookings you have made, you have to add your booking to your CRM. You can either click on "P...
Wed, 11 Aug, 2021 at 5:15 PM
Immediately after booking, even if the deposit or full payment hasn't been paid yet. This ensures that Levarté knows which booking belongs to which advi...
Tue, 31 Aug, 2021 at 5:41 PM
When you go into the client profile, you want to expand the Booking using the + and then expand the Build/Edit Itinerary area using the + as well. In the R...
Thu, 21 Oct, 2021 at 11:55 AM
The CRM is Customer Relationship Management. This is where you will be able to store all of your client's info securely. You will be able to store their...
Thu, 2 Sep, 2021 at 12:41 PM
Your LevartéCRM is not only a tool that allows you to keep track of your clients and receive commission, clients also have the ability to create a personali...
Tue, 23 May, 2023 at 6:53 PM
LevartéCRM allows your clients to make payments for their vacation online! Once their authorization is received, you will then need to process the payment w...
Tue, 23 May, 2023 at 7:04 PM
We have a great feature in our LevartéCRM that allows you to collect your client's payment electronically including their signature. How to send a pa...
Thu, 29 Jun, 2023 at 4:47 PM