How to

How to add an offline entry on CRM

Log into Zoho CRM
Click on contacts
Click on “create contact” button on top right
MANDATORY fields to add:
Fields to add for offline contact
Field Name
Notes
Example
First Name
First and last name of the POC
John Jacob
Last Name
Org Name of the POC
Travclan
Organization
This is always offline
Offline
Country Visa
Name of the country
Sri Lanka
Country Bucket
Check country bucket that this contry belongs too. Unsure about country bucket? Check
EVisa - no RM required
Visa Type
Select type of visa from the dropdown
30 Days - Multi Entry eVisa
Traveller Count
2
Traveller (in application section)
Name of travelers seperated by a comma
John Doe, Jane Doe
Payment Date/Time
Date on which the applicaiton is sent to Teleport
August 8, 2023
Appointment Fees
Add if appilcable. Note: pick this from the platform. Multiply appointment fees per person times number of travellers
2099
Embassy Fees
Pick this from the platform. Multiply embassy fees per person times number of travellers
1700
Teleport Fees
Do not pick from the platform. Fees might differ based on the partner org. Multiply Teleport fees per person times number of travellers.
599
Total Payment
Add up the above 3 payments. This is the amount that invoice will be generated for
4398
There are no rows in this table
Once above details are added, click on “Save” button on top right
Contact is successfully added
Let
@Hrutu Banginwar
know about the contact that is added and get an RM assigned

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