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After opening the contact on CRM, ppen the application link that leads you to Teleport portal (or Travclan, Metanoia, Captureatrip)See image for reference Check all the details the customer has submitted on visit details page and document checklist page. If any documents/information are missing, make a note of them on the CRMSee image for reference 
Now, you are ready to reach out to the customer and discuss the application with them. Copy customer’s mobile number from CRM in “Mobile” field See image for reference 
Follow this to speak with the customer. Simultaneously, makes notes on “Notes” section on the CRM noting down their responses See example notes below for reference 
Click on RM/Customer introduction done on contact page See image for reference
Next step is to book an appointment. Check steps to book the appointment based on the country you are applying for below:Once the appointment is booked, download appointment confirmation PDFGo to application link See image for reference
Click on traveller tab and change status to “apointment booked”. Upload appointment pdf and add date, time and address manuallySee image for reference Make sure “Update Status” button is clicked both on “Travellers” and Basic Tab
call script follow internal steps + platform statuses tasks to do
Customer - appointment
Customer - appointment country bucket refers to types of visas where the customer has to submit documents/biometrics in person at the visa center after booking an appointment. In such categories, we help the customer prepare for the appointment
Appointment Booking
Country
Coda Link with instructions
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