Tern Agency

As an agency owner this is crucial to be able to setup the agency level items, such as T&C as well as configure the settings when moving from another CRM to ensure trips in progress work seamless. Importing current and archived trips into Tern has to be done manually when the old CRM doesn't have the ability to export trip information. Another scenario would be when an agent leaves unexpectedly, the agency owner needs to the ability to go in as the agent and reassign all contacts, trips, groups, and such to another agent. This should all be an audit event though, so when an agency owner logins in and makes a change that if recorded so both the agency owner and the agent have a record of what was done and by whom.

It seems that you can choose suppliers that anyone using Tern has entered - this has made it a nightmare for reporting purposes. There are roughly 6+ ways to choose Walt Disney World as the supplier (for example) and that is hurting reporting for how much of each destination we are selling!

Provide a feature to download agent gross sales data (grouped by agent) enabling streamlined updates on team-wide performance.

The logo, agency name, cover photo, etc should carry over from host account when inviting an advisor. They can edit them, but this would save time for the new agent to set up their account.

I need to be able to report sales and commission by state for my yearly taxes to my accountant for our seller of travels etc.

Would love if updates to the emails within the workflows would update across the agency. Currently, if I make an update to an email within a workflow, in order for agents to get the update, they have to either clutter up their email templates by copying just the email that changed and then swap out the email in the workflow and apply the changes, or remove the workflow entirely, recopy and apply updates. It's been challenging to walk agents through how to do this, since all the workflows were initially set up by myself.

It might be an interesting feature if the agency owner can either assign the trip to someone or put it in a trip pool and the agents are alerted to a new client request that they can review and select and maybe have the agency owner able to set limits on how many new request agents are allowed to accept.

We have many of our travelers who love the Tern mobile app and show it off while traveling, we want our logo right up top so they know who put this together for them and we can get lead gen. from that.

I need the ability to see commissions that should be coming in each month, as well as those commissions that are past due. A way to export this on a spreadsheet would also be extremely helpful