Agent Home
Welcome to your command center. The Home screen gives you a quick snapshot of your business performance and recent activity.Key Metrics
- Active Proposals: Number of proposals currently out to clients.
- New Leads: Recent inquiries that need attention.
- Upcoming Trips: Confirmed trips departing soon.
Quick Actions
- Create Proposal: Shortcut to start a new client itinerary.
- Add Client: Quickly add a new client to your CRM.