Text Library, exactly as the name suggests, is a library of texts. You can create text entries using the menu item on the lower left: Text libraries created may be utilized in any text area of Victoury where you see the search feature below or in templates used for sending both manual and automatic emails. […]
The Pipeline board displays deals on cards, grouped by statuses into columns. Each column has a different deal status set, which you can choose according to your preference. You can find the Pipeline in the main left menu, under “Deals.” On the top right corner of the screen, there is a + symbol for adding
How to Add a Standard Deal To add a new deal, navigate to Deals/Deals List in the left main menu and click on the + symbol. You will see three types of deals displayed: Select Standard Deal, and a new window will open where you can choose to create either an Option or a Deal,
Deals – Add A New Standard, Itinerary, or Lead Deal Read More »
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