When an agent changes their plan in WorldVia PRO, we will receive two notifications of an upgrade or downgrade on their plan. Examples of these two tickets are 582565 and 582564; They are called Member Plan Changed: Agent Name and the other is called "Your WorldVia Travel Network Member Plan Change: Agent Name"
When you receive this ticket, edit the ticket properties to reflect the agent as the contact and ensure the agent has not changed plans within the last 12 months. Merge the Your WorldVia Travel Network Member Plan Change: Agent Name into the Member Plan Changed: Agent Name. Whoever receives the "Member Plan Changed" ticket should complete the plan change according to the following steps.
Team Plan:
Plan Payment Type - Monthly
Contact Type - Team Lead or Team Agent
Company Type - Multi-Agent Agency
TRAMS - Outside Rate on the "General" tab for the Agent Profile
If you don't have access to TRAMS, please add a note to the ticket, asking someone with access to update the Trams portion.
- Below 75,000 in gross commission revenue - 90.00 (default) Air - 50.00
- Above 75,000 in gross commission revenue - 95.00 (default) Air - 70.00
TRAMS - Search one of the following in the Group/Batch field and click “Add” for agents on the Individual or Growth plans. This is for their Agent Profile only in TRAMS
- The GROUP CODE for Team is: TQTEA
Ticket Type - Account: Membership Plan Change
Status - Close