Tabs of a Sales & Booking Overview

 

 

A Sales & Booking record has many tabs designed to capture further information about the Sales & Booking such as information requirements specific to the services being provided, appointments / communications, burial requirements, creating sales, receipting sales, redeeming Pre-need items, ordering Memorials, organising Mason permits, etc.

 

The tabs include:

• Summary
• Bookings
• Burials*
• Concierge*
• Communication
• Sales
• Pre-Need
• Documents
• Receipts*
• Memorial Order
• Permits
• Tracking

 

* Indicates the tab can be edited after the booking status has been changed to completed.

 

Further in this section of the guide, the Bookings, Burials, Concierge, Communication, Sales, Documents, Receipts, and Pre-need tabs will be reviewed in relation to Burial Bookings.
 

The remaining tabs will be covered more in-depth in other sections of this guide associated with the topic or process.

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