Purpose

When a company needs to be added to the watchlist then follow the below guide to change the relevant settings



Overview


When approving the company registration

Step 1: After clicking on 'Approve' in the registration email in Outlook then add a note int the comments that you have waitlisted and additional notes as to why etc.



Update FreshSales account fields

Step 1: Open FreshSales

Step 2: Search by company name and open the account details

Step 3: Open the fields under Onboarding Set-up Data




Step 4: Change the field Watchlist to Yes



Step 5: Open the fields under Neo1 Usage

Step 6: Change the field Are Prepay hotels disabled to Yes



Update Travel policy (US only) and disable pre-paid hotels (US & UK) in Admin Suite

Step 1: Open Admin Suite and find the company, open the compay

Step 2: Open Travel --> Travel Policies. Check if there is a custom policy in place. If so please go to step 8



Step 3: If there is no costume policy then click on Travel Policy Mode

Step 4: Click on Change

Step 5: Select Use a copy of Neo1 US Customer's settings



Step 6: Change the Default Travel policy to Neo1 US Watchlist

Step 7: Click on Apply Modifications --> continue with Step 12



Step 8: If there is a custom policy - Go to Travel Policies

Step 9: Click on the pencil to in front of the company name (company's custom policy)



Step 10: Next to Prevent Bookings - add 3 days before departure

Step 11: Click on Save


Step 12: Disable prepay hotel rates --> Go to Contracts

Step 13: Click on CRS Client Identification

Step 14: Click on +Add


 


Step 15: Add the following:

CRS: SMPHotel (SM)

CRS Office ID: UATDN1


Step 16: Click Save