Here’s a helpful tip!
Want to repurpose an itinerary for a new proposal with slight variations in the included activities? You can easily edit the existing activities in the Itinerary Builder Planner step without having to go into Admin to load new ones.
|Existing Linked Activity||🖲 Click on the Activity, edit and save as Free Text
🗺 Same location will reflect for the Free Text Activity
|Existing Free Text Activity||🖲 Click the text box, edit and save as Free Text
🗺 Click ADD PLACE to add or edit the location
|Existing Free Text Activity||🗺 Click on the location to edit and save|
Save a bit of time with these shortcuts as you make quick changes to personalise existing itineraries for new clients. This doc digs deeper.
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