Siebel Hospitality Guide > Managing Hospitality Accounts and Contacts >

Process of Managing Hospitality Accounts and Contacts

This section lists the tasks typically performed by hospitality sales representatives when creating an opportunity for an event. Your company may follow a different process according to its business requirements.

Figure 6 illustrates the process flow for managing hospitality accounts.

Figure 6. Business Process for Profiling Hospitality Accounts

Figure 7 illustrates the process flow for managing hospitality contacts.

Figure 7. Business Process for Profiling Hospitality Contacts

End-User Procedures

Perform the tasks in the following procedures to manage accounts and contacts:

1. Creating the Account. For more information, see Applications Administration Guide.
2. Profiling the Account. For more information, see Applications Administration Guide.
3. Managing the Account Travel Profile
4. Creating Account Event Templates
5. Viewing Account Transactions
6. Tracking Intermediary Accounts
7. Creating an Account Business Plan
8. Performing Basic Account Management. This includes managing notes, attachments and activities associated with the account. For more information, see Applications Administration Guide.
9. Creating the Contact. For more information, see Applications Administration Guide.
10. Profiling the Contact. For more information, see Applications Administration Guide.
11. Managing a Contact's Travel Profile
12. Creating Contact Event Templates
13. Building Contact Loyalty. For more information, see Siebel Loyalty Administration Guide.
14. Perform Basic Contact Management. For more information, see Applications Administration Guide.

    NOTE:  Basic Contact Management includes managing notes, attachments, and activities associated with the contact.