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Booking Drafts in OpsDriver
Using Booking Drafts In this video (1:58) we will cover the following topics- How booking drafts let you put down a booking before it is completed and come back to it later Navigating away from a partial booking Needed minimum details in a booking ...
CHEAT SHEET- It's time to start taking bookings in OpsDriver
Great News! Its time to start taking bookings in OpsDriver- Here is a cheat sheet that will walk you through the important things you need to be aware of as you do. Converting Quotes to Bookings- Converting quotes to bookings is fast, easy, and ...
Converting quotes to bookings
Converting a Quote to a booking In this video (3:45) we will cover the following topics- Converting quotes created on the booking widget Converting a quote created in the backend by a salesperson Assigning a contact to a bookings ...
Converting Quotes to Bookings
Converting Quotes to Bookings In this video (4:35) we will cover the following topics- Converting a quote to a bookings Primary Contacts Operations Contacts Billing Contacts The conversion modal functions Converting a quote without a associated ...
Creating bookings without quotes
Creating bookings that did not come from quotes In this video (4:42) we will cover the following topics- Creating a booking without a quote Choosing a contacts for the booking Trip references Saving the draft building the stops, destinations, yards, ...