BTA Knowledge Base

Ask questions about CRM workflows, procedures, and best practices

Knowledge Base (FAQ)

How do I create a new trip? What is the trip naming convention? Where do I report CRM bugs? What are the trip status stages? How do I track commissions?

Travelers (CRM Data)

Find travelers who prefer Four Seasons hotels Show travelers with upcoming passport expirations Search for the Smith family Find travelers with dietary restrictions

Trips (CRM Data)

Show trips in Planning stage Find Italy trips for 2025 What trips are departing next month? Show wellness trips to Bali

Bookings (CRM Data)

Show confirmed hotel bookings Find bookings for July 2025 Search for Aman property bookings

Suppliers (CRM Data)

Find Forbes 5-star beach resorts Show preferred partner hotels Search for DMCs in Italy