Prerequisites
Complete these outcomes first
πΊοΈUser Journey Flow
Follow the steps from start to finish
ACTORS:
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Reservation Consultantβ‘
Systemπ
Adoption Roadmap
Your path to success
0%
0/7 artifacts ready
π
Get Ready
Define the quote-to-booking conversion rules and supplier notification templates
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Milestone
Team aligned & ready
β
Checklist
Pre-requisites
Conversion Workflow Design
Coming Soon
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Guide
Step-by-step
Supplier Notification Templates
Coming Soon
Project Plan
2-3 weeks estimated duration
1
3 tasks Conversion Configuration
Week 1 β’ Owner: Product Manager
βοΈ Configure quote-to-booking conversion settings
βοΈ Set up supplier notification templates
βοΈ Configure payment schedule generation rules
2
3 tasks Validation
Week 2-3 β’ Owner: Product Manager
β Execute UAT: full conversion flow
β Verify supplier notification delivery
π Train team on confirmation workflow