Often a customer will request multiple quotes for the same holiday: perhaps to different destinations and/or slightly different dates. As a result, you may decide to create multiple cost quote folders in Booking Management Module (BMM).
You can link these cost quotes to a single 'Initial Enquiry #', making it easier to track the multiple quotes for the enquiry. Linking also means the true conversion rate is calculated when running the 'Cost Quote Conversion Report'.
For example: If three cost quote folders are created for a customer's holiday, and the customer confirms one of the quotes offered, if the quotes are not linked, the conversion rate for the user is calculated as 33%. If all three folders are linked to the same 'Init Enquiry #', the conversion rate is calculated accurately as 100%,
How to link cost quotes to a single enquiry number:
At the top of the folder, the Folder # and Init Enquiry # fields are visible. The values in these fields are automatically generated when creating a new folder, and will be the same.
To link another cost quote folder to an existing enquiry, enter the latter in the Init Enquiry # field and save the folder.
Please note that it is possible to link multiple folders to the same enquiry number only if all the folders are linked to the same client profile. If you try to link a folder to an enquiry number which is related to another client profile, this error message will be displayed and you won't be able to save the change:
As best practise, we recommend linking multiple folders to the first initial enquiry number you generated with the first quote.
First cost quote created: Folder # and Init Enquiry # are the same.
Second cost quote linked to the first one by using the first enquiry number: the Init Enquiry # field has been manually updated to match the first quote folder that was created.
The benefits of using enquiry numbers to link multiple quote folders are:
1). The Staff Conversion Report (Type 0 - CRM) will display accurate conversion rates of 1:1.
2). The Cost Quote Conversion Report (Type 1 - Statistics Reports) will show all initial enquiries on the left hand side of the report output with all the confirmed folders on the right hand side. For more information on these reports, check this article.
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