Siebel Hospitality Guide > Setting Up Properties >
Creating Sell Notes for a Property
Sales managers can flag days as high-priority for event sales, and add sell notes, which describe the sales strategy that the property is implementing. More than one sell note can be entered against a date. The Sell Notes automatically appear in the Special Dates calendar. For more information, see Viewing the Property Calendar. NOTE: Sell Notes should only be defined using the Property screen's Sell Notes view.
This task is a step in Process of Setting Up Properties. To create sell notes
- Navigate to the Property screen > Properties list view.
- In the Properties list, query for the required property record.
- Drill down on the Property Name hyperlink.
- From the Property form, click the Sell Notes view tab.
- In the Sell Notes list, create a record, and complete the fields.
The following table describes some of the fields.
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Start Date |
Start date of the sell note. |
End Date |
End date of the sell note. |
Type |
Designates the record type. This is defaulted to Sell Notes, and only records of this type are displayed in this view. |
Description |
Description of the sell note. |
Created By, Created Date |
The login of the person creating the sell note and the date the record was created. |
Last Updated By, Updated Date |
The login of the person who last updated the sell note and the date the record was updated. |
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