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      1. WorldVia Travel Network Help Center
      2. Member Success

      CRM - Company Manager Internal FAQ

      General 

      • Lives in WorldVia PRO under Run tab. Not included in the left side navigation.

       

      Common Questions 

      • How do I submit suggestions or improvements for WorldVia Products?
        1. We are continuously looking for ways we can improve our sites, tools, and user experience. If you have a suggestion on how we can improve, please fill out this form. Thank you in advance!
      • What is the CRM?
        1. The WorldVia PRO CRM, or Customer Resource Manager, is a group of tools housed under the Run tab in the left side navigation. It includes a Contact manager, Company manager, Trip manager, Tasks, and notes.
      • Will there be a cost for the CRM?
        1. No, the CRM is a business management tool included with your membership.
      • Will the CRM ever cost more?
        1. Currently, the CRM is included in your membership fee. We have no plans of changing that at this time.
      • Who owns the client data in the CRM?
        1. As the owner of your travel business, you own your client data. 
      • How do you use the data from the CRM?
        1. We use your data for analysis purposes, statistics, service improvement, in support of any potential corporate transactions, security, and more.  Read our full Privacy Policy for more details.
      • What is the difference between the Notes page under a company record and the main Notes page in the CRM?
        1. You can view some pages while you are inside a company record, including Company, Notes, Tasks, Trips, and Emails. These are connected to the main CRM Navigation tabs with the same names, but while you are inside a specific Contact record, you will only see companies, notes, tasks, and emails associated with that contact. If you add a new company, note, task or email while inside a Contact record, you will also be able to see it, and all other items, in the main navigation page.  
      • How do I use the Company section of the CRM? Is it for Suppliers?
        1. The Company section of the CRM is for travel advisors who sell corporate travel to companies or organizations. The Company feature is intended to link multiple Contacts from a single Company. It is not intended to store supplier contact information. 

       

      Feature Details

      • General
        1. Can view list of all companies. 
        2. Lives in WorldVia PRO under Run tab. Not included in the left side navigation.
      • Sort, Filter + Search 
        1. Can filter (Industry) and search. 
      • View 
        1. Can manage view to display different fields in columns and reorder the layout of columns.   
          • Available Fields: Company Name, Mailing Address, Billing Address, Primary Contact, Billing Contact, Contacts, Industry, Company Owner, Employees, Website, Estimated Annual Travel Spend.  
            • Default View: Company Name, Primary Contact, Billing Contact, Mailing Address, Industry, Contacts. 
        2. Can scroll list left/right and up/down.  
      • Company Actions 
        1. Create a new Company 
          • Company Name*, Mailing Address, Billing Address, Primary Contact, Billing Contact, Contacts, Industry, Employees, Company Owner, Estimated Annual Travel Spend, Website. 
        2. Delete 
          • Pop-up verifying user wants to delete company. 
        3. Add a Note 
          • Pop-up to add a note. See the Notes page. 
        4. Add a Task 
          • Pop-up to add a task. See the Task page.