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Sharing Historical and Future Opportunities with Another Property (User)

Depending on your responsibilities and permissions, you might have visibility only to your property or group of properties. If you want to send historical or future opportunity information for your property to a property outside your area of visibility, create a proposal draft with the historical or future opportunity information. Another user who has access to the target property can then attach the proposal to an opportunity associated with the target property. For more information about creating and managing proposals, see the chapter on proposals in Siebel Correspondence, Proposals, and Presentations Guide.

To share a historical or future opportunity with another property, follow the procedures in this topic.

Making Historical and Future Opportunities Available to Other Properties

To make historical or future opportunity information available to other properties by adding the information to a proposal, follow this procedure.

This task is a step in Process of Managing Histories and Futures Data.

To make a historical or future opportunity available to other properties

1. Navigate to the Opportunities screen, then the Opportunities List view.
2. In the Opportunities list, query for and select a historical or future opportunity to send to another property.
3. In the opportunity record, click the link in the Opportunity Name field.
4. Click the Proposals view tab.
5. Follow the steps for creating a proposal and generating a proposal draft, as described in the chapter on proposals in Siebel Correspondence, Proposals, and Presentations Guide.

   Siebel Hospitality exports the opportunity information to a Microsoft Word document.

6. Save the proposal draft document to a location on your company network that is public or accessible to the target property.

Accessing Historical and Future Opportunities from Other Properties

To access historical or future opportunity information in a proposal generated from another property, follow this procedure.

This task is a step in Process of Managing Histories and Futures Data.

To access a historical or future opportunity from another property

1. Navigate to the Opportunities screen, then the Opportunities List view.
2. In the Opportunities list, query for and select a historical or future opportunity to send to another property.
3. In the opportunity record, click the link in the Opportunity Name field.
4. Click the Proposals view tab.
5. In the Proposals list, add a new record.
6. In the Draft Name field, click the single select button.
7. In the Add Attachment dialog box, click Browse and navigate to the network location of the proposal document that contains the historical or future opportunity information you want to access.
8. Select the proposal document, and click OK.
9. In the Name field, enter a name for the proposal.

   The historical or future opportunity information is visible to the current property in the document attachment to the opportunity.