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

  1. Navigate to the Accounts screen > Accounts List view.
  2. In the Accounts list, query for and select the account.
  3. 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.
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