Base CRM: https://crm.letuscompare.

net/

1. Add Lead : https://crm.letuscompare.net/add-prospect

a. Make only Phone number mandatory, rest field should be able to edit in future
b. Only make option for 1 address no service address required only billing address is
required
c. Remove option of auto- populating Utility details from service zip code.
d. Once we submit customer info it should take us to view customer.

2. View Customer : https://crm.letuscompare.net/view-customer/29999

a. Remove the below :
i. CUSTOMER SURVEY
ii. ACCOUNT INFORMATION
iii. QUALITY MONITORING
iv. QUALITY FORM ENERGY

b. Change Ticket Details

i. Category
1. Flight
2. Hotel
3. Car Rental
4. Travel Package
5. Cruises
6. Train
7. Bus
8. Airport Taxi
9. Visa
10. Others
11. Non Travel
ii. Primary Issue :
1. New Booking
2. Cancellation
3. Re-schedule
4. Check-in
5. Refund
6. Complain
7. Others
8. Non-Travel
9. Enquiry
 10. Spanish Language
11. Blank Call
iii. Agent, Status and Notes will remain the same.

c. Add Invoice
i. Category:
1. Flight
a. Departure
b. Arrival
c. Date
d. Route
2. Hotel
a. Hotel Name
b. Check-in (Date - Calendar)
c. Check-out (Date - Calendar)
d. Number of Nights – (auto calculate field as per check-in and
check-out dates)
e. Rooms
f. Adults
g. Children
h. Cost per night (Blank- only figure allowed)
i. Taxes and fees (Blank- only figure allowed)
j. Convenience fee
k. Other Charges (Blank- only figure allowed)
l. Total charges (cost per night * number of nights +
Taxes and fees+ Convenience fee + other charges)
m. Guest Name – Room 1 (for every room option to add name)
3. Car Rental
a. From
b. To
c. Date
4. Travel Package
a. Destination
b. Travel Date
c. No. of Traveler
5. Cruises
a. Destination
b. Date
c. No. of Traveler
6. Train
a. Depart
b. Arrival
 c. Date
d. Class
7. Bus
8. Airport Taxi
9. Visa
10. Activity
11. Others

d. Add Booking details

e.