Siebel Hospitality Guide > Managing Hospitality Accounts and Contacts >

Creating Account Event Templates

You can create event templates that are specific to an account and then create an opportunity directly from the event template. This capability is useful if you want to create an opportunity for an account that involves an event that is similar to an event previously held.

For more information about event templates, see About Event Templates.

This task is a step in Scenario for Managing Accounts and Contacts.

To create an event template for an account

1. Navigate to the Accounts screen > Accounts List view.
2. In the Accounts list, query for and select the account.
3. Click the link in the Name field, and then click the Event Templates view tab.
4. Choose the appropriate option:
   • If you want to create a generic event template for the account, click the Generic link.
   • If you want to create a property-specific event template for the account, click the Property Specific link.
5. In the Event Templates list, create a new Event Template record, complete the fields, and save the record.
6. Click the link in the Name field to enter more specific details about the event template, including relevant information for room blocks and functions.

   For more detailed information about creating event templates, see Process of Creating Event Templates.

To create an opportunity from an account event template

1. Navigate to the Accounts screen > Accounts List view.
2. In the Accounts list, query for and select the account.
3. Click the link in the Name field, and then click the Event Template view tab.
4. Click the Generic link.
5. In the Event Templates list, select the event template, and click Create.
6. In the Pick Event Template/Opportunity dialog box, complete the fields, and click OK.

   For more information about these fields, see Applying an Event Template to an Opportunity and Applying a Property-Specific Event Template to a Quote.