Advisors who use the CRM ClientBase
- ClientBase Import Controls - Stopping the ClientBase Import (Itinerary vs. Bookings)
- How do I set up a link between AXUS Travel App and my ClientBase account?
- Should I make itinerary or booking updates in AXUS, ClientBase or both?
- How do I find my agent profile number in ClientBase?
- What information is pulled over from a ClientBase ResCard when imported?
- Why aren't my hotels from ClientBase syncing up to the pre-populated hotels in AXUS?
- How are my itinerary remarks reflected in AXUS?