Siebel Hospitality Guide > Managing Hospitality Accounts and Contacts >
Viewing Account Transactions
Using the Accounts screen, you can view all opportunities, quotes, and orders for a particular account. The information included on these screens gives a sales representative or sales manager an indication of the volume of business and amount of revenue brought in by the account.
This task is a step in Managing the Account Travel Profile.
To view account transactions
- Navigate to the Accounts screen > Accounts List view.
- In the Accounts list, query for and select the account.
- Click the appropriate view tab:
- To view account opportunities, click the Opportunities view tab.
- To view account quote, click the Quotes view tab.
- To view account orders, click the Orders view tab.