How can you use iDSS to support a streamlined workflow for your services team? In this session, you'll discover best practices for supporting your services team.

1. iDSS SERVICES
TOURISM ACADEMY 2019

2. PRESENTER INFO:
Chris Mateer
iDSS Client Success Agent

3. iDSS SERVICES
● Creating a Service Lead /
Lead Requirements
● Service Lead Email
Templates
● Services Tasks/activity
● Tags
● Items
● Registration
● Speakers
● Press
● Tours
● Welcome Center
● Booths
● Surveys
● Services on Calendar
● Services Widgets
● Services Reports / Queries

4. CREATE SERVICE LEAD
SERVICES
Click the SVC tab within the
Lead to get to the Services
portal.
SERVICES
Click the SVC tab within the
Lead to get to the Services
portal.

5. SERVICE LEAD EMAILS
EMAIL TEMPLATES
Choose the email template to
edit from the dropdown. The
Services Templates are:

6. SERVICES TASKS
SERVICES TASKS
Click Send Email to send this email
campaign.

7. SERVICES TAGS

8. SERVICES ITEMS

9. SERVICES REGISTRATION

10. SERVICES SPEAKERS

11. SERVICES PRESS

12. SERVICES TOURS

13. SERVICES WELCOME CENTER

14. SERVICES BOOTHS

15. SERVICES SURVEYS

16. SERVICES SURVEYS

17. SERVICES SURVEYS

18. SERVICES WIDGETS

19. SERVICES CALENDAR

20. SERVICES REPORTS

21. SERVICES QUERIES

22. QUESTIONS?
TOURISM ACADEMY 2019 - SERVICES