Passport: Add To Portal For Client

SOP: Adding Passport Details to Client Portal

Objective

To successfully add passport details for a client to the portal in Salesforce.

Key Steps

1. Retrieve Client Information
   • Obtain the client's email address.
   • Log in to Salesforce.
   • Use the search bar to find the client's record.
2. Access Client Itinerary
   • Identify the correct travel program for the client.
   • Click on the itinerary link to open it.
3. Navigate to Portal
   • Locate and click on the portal link within the client's itinerary.
4. Submit Passport Details
   • Click on the checklist button.
   • Confirm the traveler's details against the passport image provided.
   • Enter passport details such as passport number, expiration date, country of issue, etc.
   • Upload the passport image.
   • Verify the uploaded file.
   • Submit the passport details.
5. Finalize and Notify Client
   • Confirm the successful submission of passport details in the portal.
   • Close the portal tab.
   • Send a confirmation email to the client.
   • Update the status in Salesforce to 'closed'.

Cautionary Notes

• Ensure accuracy when entering passport details to avoid errors.
• Double-check all information against the provided passport image.
• Be cautious when uploading the correct passport file to the portal.

Tips for Efficiency

• Keep communication clear and concise with the client.
• Maintain a systematic approach to avoid missing any steps.
• Regularly refresh the portal to ensure updates are reflected accurately.
• Close out tasks promptly in Salesforce to keep records up to date.

[TEMPLATE] Email Reply

Hi [Client Name], thanks so much for sending this information along.

I’ve gone ahead and added it to the portal for you - so that’s all set. You will see a green check mark next to it next time you log in.

If you have any other questions along the way completing the remaining items - just let us know. Happy to help.

[Your Name]