How to Articles
How to Link Client Referrals
Linking client referrals in Webcruise+ is simple and only takes a few quick steps! First, you will need to navigate to the new client that you would like to mark as "Referred By". In the menu bar at the top of the screen, you will then click on ...
How to Add Air Seat Preferences
We have added a new feature that will allow agents to add a contact's air seat preference to their contact information. To add an air seat preference to a contact, you will first navigate to the Client ID where the contact is located. Once you have ...
How to Merge Duplicate Contacts and Clients
If you find that you have duplicated contacts or clients, merging the information to clean up your database only takes a few quick steps! To merge duplicated Client IDs: The easiest way to accomplish merging duplicated Client IDs is to first navigate ...
How to Move a Contact to Another Client ID or to Its Own Client ID
If you have a contact that needs to be moved to another Client ID, or onto it's own Client ID, never fear! This is simple and easy to accomplish in just a few quick steps. To move a contact to another Client ID: Firstly, you will need to navigate to ...
How to Add and Remove Contacts From a Client ID
Adding and removing contacts on a Client ID only requires a few quick steps. In order to add a new contact to a Client ID, you will first need to click on Add in the menu bar, followed by "Contact". You can also click on the (+) button to the top ...
Adding and Updating Client Contact Information
If your client or a contact within a Client ID needs to have email addresses, addresses, or phone numbers added or updated, you can do so within the Clients Screen in just a few quick steps. To start, you will need to navigate to the Client ID that ...
Creating a New Client
Congratulations on your new client! Now to enter them into your database. Adding and keeping track of your client database is simple and easy with Webcruise+. First things first, you will need to navigate to your Client Screen. After this, you can ...