Understanding The Dashboard

A Quick Guide to Help Understand Your Dashboard

Once your account is approved and you log in to TripCrafters, you will be directed to your dashboard. Here’s a quick guide to navigating and making the most of it:

Key Features of Your Dashboard:

  • Leads: View available leads, purchase leads, and track purchased leads.
  • Packages: Manage your tour packages, upload new packages, and view package leads.
  • Profile: Edit and optimize your company profile, upload logos and photos, and manage billing information.
  • Reviews: View and manage reviews for your company, request reviews from customers, and track bonus credits.
  • Account Settings: Manage your lead preferences, notification settings, and apply for refunds.

Getting Familiar with the Dashboard:

  • Leads Tab: This section displays leads recommended for you based on the destinations you specialize in. You can also filter leads by inbound, outbound, or domestic categories.
  • Packages Tab: Allows you to upload new tour packages, manage existing ones, and monitor inquiries generated from them.
  • Profile Tab: A critical section to make your profile stand out. Ensure your profile is complete with a well-written description, company logo, and photos.
  • Reviews Tab: Manage customer feedback and send review requests to boost your credibility.
  • Account Settings: Customize lead preferences, set notification preferences for new leads, and manage refund requests.

November 8, 2024

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