Tip: Keep a Cheat-sheet of your Client’s Preferences

Do you tend to fly on the same airline to maximize your reward miles?

I think most of us do, just like your clients. To help you remember things like this for your clients AgentMate offers the Preferences section of the Client Profile. This area is Client specific and lets you keep track of things like preferred Stateroom Type, Seating in an Airline Cabin, Diet restriction/preference, Shirt Size, and more.


Before you ask, all of these fields can be exported via the Query tool within Reports > Query – CRM Marketing.