Member Success
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      1. WorldVia Travel Network Help Center
      2. Member Success

      QA Check for New Agent Signup

      Start from this sheet  - New Members & Associate Members.

      1. Put the ticket number from column C and put it into the search bar in Freshdesk.
      2. Click on the ticket. It will take you to so you can see the member's information. 
      3. Click the member's name on the right-hand side of the screen to see all the information. 
      4. We must verify the information across TRAMS, HubSpot, and PRO.

      Please confirm that the following fields match in each system with the information that is in Freshdesk

      WorldVia PRO

      1. Log into Worldvia.pro
      2. Click Admin under the Search Bar
      3. Click Users > User Manager
      4. Type the member's name in the lower right-side search bar
      5. Click the member's name from the results screen
      • Profile Tab
        • First Name
        • Last Name
        • Account Status - should be active
        • Permission Role -  should be the plan they purchased (Growth = Growth, Individual = Individual, etc.)
        • Contact Type - in Freshdesk, look for the "Contact Type" field. If it shows Individual Agent, then this field should show Agency Owner. If it shows Team Agent (Sub-Agent), then this field should show Associate Advisor 
        • Mailing Address - The full mailing address should match the four fields that are in Freshdesk (Billing Street Address, Billing City, Billing State, Billing Postal Code)
        • Hubspot ID - this is the last set of numbers in the URL of the HubSpot page.
        • Freshdesk ID - this is the last set of numbers in the URL of the Freshdesk page.
        • Trams Interface ID - this should match the field "TRAMS/GDS Interface ID."
        • Trams Agent Name - this should be the first and last name followed by the Agent Profile Number (ex: Abhinay Sharma 123456)
        • Trams Profile ID - this should match this field: "TRAMS Agent Profile #."
      • Click Account in the top menu
        • Membership Plan - should be whatever plan they purchased
        • EIN - if the member is on the Growth, Team, or Enterprise plan, their EIN should be in this field. This can be found in Freshdesk.

      HubSpot

      1. Log into HubSpot
      2. Click Contacts > Contacts
      3. Search for the member's name in the search on the top right side
      4. Click the member's name from the results page
      • A lot of the data flows in from PRO, so mainly, we are just checking that the information is correct.
      • HubSpot Team - Member Success
      • Lifecycle State - Customer
      • Contact Owner - should not be Jonathon or Terry
      • First Name - This flows in from PRO, so make sure the information is the same
      • Last Name - This flows in from PRO, so make sure the information is the same
      • Street Address - This flows in from PRO, so make sure the information is the same
      • City - this flows in from PRO, so make sure the information is the same
      • State/Region - this flows in from PRO, so make sure the information is the same
      • Postal Code - this flows in from PRO, so make sure the information is the same
      • Phone Number - This flows in from PRO, so make sure the information is the same
      • Mobile Phone Number
      • Email - this flows in from PRO, so make sure the information is the same
      • Plan - this flows in from PRO, so make sure the information is the same
      • Gem Status - this flows in from PRO, so make sure the information is the same
      • Contact Type - should match the field "Contact Type" in Freshdesk
      • Company Type- should match the field "Company Type" in Freshdesk
      • Lead Agent Name (if applicable) - should match the field "Lead Agent Name (if applicable)" in Freshdesk
      • Members Birth Date- should match field "Birthday" in Freshdesk
      • Account Activation Date- should match the field "Start Date" in Freshdesk
      • Trams/GDS Interface ID - this flows in from PRO, so make sure the information is the same
      • Trams Agent Profile # - this flows in from PRO, so make sure the information is the same

      Trams

      1. Log into Trams
      2. Click Profiles in the top menu
      3. Click Query
      4. Type the member's name in the Profile Name Starts With Field
      5. 2 profiles should populate (1 Agent and 1 Corporate) You will need both of these profiles for the check
      • In the Agent Profile - General Tab
        • Profile Name - this should be the first and last name followed by the Agent Profile Number (ex: Abhinay Sharma 123456)
        • First Name
        • Last Name
        • Zip Code - this should just be 55555
        • Interface ID - should match the field "TRAMS/GDS Interface ID."
        • Outside Rate - follow the following: Individual = 70.00, Growth = 90.00, Tean = 90.00, Enterprise = 90.00
        • The inactive box should be unchecked
        • G/L Branch - this should be 16 TQ...
      • In the Agent Profile - Communications Tab
        • The phone number should match Freshdesk
        • The email should match Freshdesk.
      • In the Agent Profile - Payment Info Tab
        • Make sure you see the banking information in here
      • In the Agent Profile - Groups Tab
        • For Agency Owners
          • There should be this group Individual = TQIND, Growth = TQGRO, Tean = TQTEA, Enterprise = TQNEP
        • For Associate Owners
          • There should be a Master:... group
      • In the Agent Profile - Marketing Tab
        • For Agency Owners
          • This page will be empty
        • For Associate Owners
          • This page will only fill in one thing under the "Alt Interface ID" field.
      • In the Corporate Profile - General Tab
        • Profile Name - this should be the first and last name followed by the Agent Profile Number (ex: Abhinay Sharma 123456)
        • First Name
        • Last Name
        • Interface ID - should be their phone number without +1 at the beginning
        • The inactive box should be unchecked
        • G/L Branch - this should be 16 TQ...
      • In the Corporate Profile - Communications Tab
        • The phone number should match Freshdesk
        • The email should match Freshdesk.
      • In the Agent Profile - Groups Tab
        • "Travel Quest" is the only group that should be listed here. 
      • In the Agent Profile - Marketing Tab
        • For Associate Advisors
          • This page will only fill in one thing under the "Alt Interface ID" field.

      If all is good, mark column F with "No errors"

      If all is not good, please mark in column F what the issue was