CRM
Clients
Every client across all 33 Agents — the person and every trip they’ve booked.
TH
The Harper Family
Friend In Me Adventures By Angie
harper@example.com404-555-0142
First Disney trip — celebrating the kids finishing school.
Trips 1
WDW — Harper Family
Walt Disney WorldFull PackageNov 10 – 2026 (day: 16)4
Deposit Paid
Add-ons
Agent commission
Supplier commission rate on $6,200:
%
Agent split 70%.