This module covers the steps to manage visa maters, queries, quote (proposal) sharing in less than 2 minutes processing the visa and share updates with client.

Key moduels are -


  1. Master Creation
  2. Quote Sharing
  3. Confirmation
  4. Booking
  5. Assign to Ops
  6. Updates to cleint


Steps 1:

Login > Dashboard > State > New B2C Lead


Enter Customer Informaiton, Save and Continue then Select Visa and Create Visa query > Save Query.


Steps 2:

Save Query > Search and Send Visa Proposal



Steps 3:

Search Result > Select Visa Option and click on Send Proposal



Steps 3:

Pop Up > Add Extra Mark Up or Discount and Share with Client.

Congratulations > Job Done.


Video Tutorial:


Managing the Visa Query: