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Tracking Intermediary Accounts

An intermediary account is a company that refers account business to your company that eventually becomes a revenue-generating opportunity. For example, an intermediary account may be a travel agency. An account may approach a travel agency for assistance with booking a number of rooms in a particular region. The travel agency may then refer the account to your company, at which point you can create opportunity for the accounts.

You can review all opportunities referred to you by intermediary accounts to determine the value an intermediary account brings to your company.

This task is a step in Managing the Account Travel Profile.

To view all opportunities associated with intermediary accounts

  1. Navigate to the Accounts screen > Intermediary Account view.
  2. In the Intermediary Account form, query for the required account.
  3. Scroll down to the Opportunities list.

    All opportunities associated with the intermediary account are displayed in the Opportunities list.

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