Features
Advanced descriptions of all the sections in your Backyou space
General
Files ( quotes / follow-up )
- Understanding the need for a new proposal request
- Edit and publish a sales proposal
- What should I do once I've published a proposal ?
- Create a new proposal request
- File management module
- Editing a sales proposal: Responding to a request / Modifying a request
- How to create a special offer?
- Task Module: creation, tracking, statistics…
- Messages / History
- File statuses
- Notes on files
Function sheets
Meeting spaces calendar
Payments
CRM ( Clients / Companies )
Accommodations
Team
Parameters
- General > Miscellaneous Settings
- General > email settings
- Authentication rules: How to strengthen them for Key Backyou features
- General > Segmentation
- Personalisation
- Message templates
- Integration
- GDPR Settings
- Business Details
- Personalize the Backyou account for your clients and your venues teams
- Personalization : Proposal display options
- Settings > General > Terms of Service
- Privacy Policy
- Themes for Proposal PDF Templates