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Key Information |
Name |
The opportunity name. |
Projected Property |
The property that is most likely to win the bid in the case of more than one property bids. If the property is flagged, the property is associated with the opportunity's estimated revenue when the quote is generated. You can also choose a nonparticipating property for the opportunity if you want. |
Revenue |
The total rolled up amount from the projected property revenue. This is a read-only field. |
Currency |
The currency that is used for the opportunity transaction. |
Business Type |
Signifies whether the opportunity is group business or local. A local opportunity typically does not require sleeping rooms. |
Sales Status |
When the opportunity record is created, the status is automatically set to prospect. This is a read-only field. |
Peak # Function Spaces |
The number of function spaces required for this particular opportunity. |
Peak # Rooms |
The number of rooms required for this particular opportunity. |
Arrival Information |
Arrival Date |
The date and time the event begins on the property. |
# of Nights |
A value can be entered, or the value can be calculated from the arrival and departure dates. |
Departure Date |
The user can enter the date of departure, or it can be calculated from entries in the Arrival date and # of Days fields. |
Decision Date |
The date when the customer must make a decision about the terms of the event. Managers may reference this date when developing revenue forecasts or releasing inventory. |
Account and Contact Information |
Account |
The account associated with the opportunity function. A new account can be added; existing account information cannot be edited from this view. |
Intermediary Account |
The intermediary account that brought the business to the property. |
First Name, Last Name |
Name of the account contact. When selecting the contact, select the Primary check box if the individual is the primary contact for the event. Click the Contract check box if the contact should be included as the primary in the event contract record. |
General Information |
Description |
A text description of the opportunity. |
Post as Name |
The name that appears on the customer documents and announcement boards. |
Parking Code |
The contractual terms for guest parking, which may include a parking fee or valet services. |
Sales Team |
Members of the sales organization involved in the event sale. The default is the user ID of the opportunity creator. |
Opportunity # |
A unique identifier for the opportunity. |
Dates |
Alternate Dates |
The alternate dates for the event opportunity in case the desired dates cannot be booked. |
Preferred Dates |
The preferred dates for the event. These dates are entered for informational purposes, until dates can be set at the function and function agenda level. |
Tracking Information |
Sales Status Date |
Date of last status change. |
Reason Won/Lost |
The reason the opportunity was lost. Examples are Price, Relationship, Terms, Property Physical Attributes, Lost to Competition, and so on. NOTE: Values are only available for selection if the Sales Status is set to Lost/Turndown.
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Originating Property |
The property originally requested by the customer. This field is used when the original customer request cannot be fulfilled and another property is selected. |
Capacity Requirements |
Total # Nights |
Read-only. The total number of nights allocated to the opportunity. |
Peak # Attendees |
The maximum number of attendees expected for the event. |
Classification Information |
Opportunity Type |
Means of classifying the opportunity—for example, Board Meeting, Job Fair, Bar/Bat Mitzvah. |
Group Type |
An additional classification means for the opportunity group. |
Opportunity Market |
Specifies whether or not the sales representative is selling within his or her assigned territory (In Market) or outside of it (Out of Market). |
Opportunity Segment |
The default is the market segment value but the value can be changed to reflect a different user segment. For example, a corporate account typically would be associated with a corporate segment. However, if the corporation holds a social function, the segmentation attributes may be different (social segment rather than corporate). |
Influence Mechanism |
External Event |
Another external event that is a compelling factor for the new opportunity. An example would be a scheduled sports event in the area. |
Lead Source |
The source of the opportunity. Options include Convention & Visitors Bureau, Direct Response, EBC, Field Sales, Inquiry, and so on. |
Qualification Information |
Opportunity Overview |
An overview of the opportunity provided by the sales representative. |
Customer Needs/Objectives |
Key factors that the client must consider when selecting the property. For example, a new product launch function may have special requirements. |
Concession |
Any concessions that the property may have to make—for example, if the customer requires free transportation to and from an airport. |
Competitor |
The customer may mention another company that is also competing for the opportunity. |
Budget Considerations |
Details the amount that the client generally spends on an event and the amount spent on the last event. |
History |
Comments on the previous history of this customer. |
Manager Information |
Sales Manager |
The name of the sales manager for the opportunity. The person who creates the opportunity is the sales manager for this opportunity by default, but this can be changed if necessary. When a quote is generated, the Sales Manager's name is transferred to the quote. Similarly, when the quote becomes an order, the Sales Manager's name is transferred to the order. |
Event Manager |
The name of the event manager for this opportunity. When a quote is generated, the Event Manager's name is transferred to the quote. Similarly, when the quote becomes an order, the Event Manager's name is transferred to the order. |
Relationship Information |
Relationship Type |
The type of relationship between the opportunity and other opportunities. For more information on the values available, see About Recurring Events and About Host-Affiliate Relationships. |
Affiliate Accounts |
The affiliate account for this opportunity. For more information, see About Host-Affiliate Relationships. |
Parent Opportunity |
The parent opportunity. |