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Adding Intermediary Accounts to the Travel Profile


Intermediary accounts are accounts that create opportunities for your company for certain other accounts. You can add an intermediary account to the travel profile to indicate the companies that refer account business to your company during a particular year.

To add intermediary accounts to the travel profile

  1. In the Profiles list, select the travel profile.
  2. Scroll down to the Intermediary list, and create a new record.
  3. Complete the fields, and save the record.

    The following table describes some of the fields.

    Field
    Comments

    Account Name

    Select an intermediary account from the picklist.

    Street Address

    This field is automatically populated when the Account Name field is completed.

    City

    This field is automatically populated when the Account Name field is completed.

    Comments

    Add any relevant comments for the intermediary account.

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