Siebel Hospitality Guide > Managing Hospitality Accounts and Contacts >
Process of Managing Hospitality Accounts and Contacts
This topic lists the tasks typically performed by sales representatives when managing accounts and contacts. Your company may follow a different process according to its business requirements. To manage accounts and contacts, perform the following procedures:
- Creating the Account. For more information, see Siebel Applications Administration Guide.
- Profiling the Account. For more information, see Siebel Applications Administration Guide.
- Managing the Account Travel Profile
- Creating Account Event Templates
- Viewing Account Transactions
- Tracking Intermediary Accounts
- Creating an Account Business Plan
- Performing Basic Account Management. This includes managing notes, attachments and activities associated with the account. For more information, see Siebel Applications Administration Guide.
- Creating the Contact. For more information, see Siebel Applications Administration Guide.
- Profiling the Contact. For more information, see Siebel Applications Administration Guide.
- Managing a Contact's Travel Profile
- Creating Contact Event Templates
- Building Contact Loyalty. For more information, see Siebel Loyalty Administration Guide.
- Perform Basic Contact Management. For more information, see Siebel Applications Administration Guide.
NOTE: Basic Contact Management includes managing notes, attachments, and activities associated with the contact.
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
|
|