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Capturing Event Opportunity Information

Sales users can capture high-level information about an event opportunity using the Opportunity Capture view.

The Capture view helps the user specify the following opportunity information from one location:

• Property information
• Macro Revenue Estimates
• Function Agenda information
• Room Block information

This task is a step in Process of Capturing Hospitality Opportunities.

To capture event opportunity information

1. Navigate to the Opportunities screen, then the List view.
2. In the Opportunities list, query for and select the opportunity.
3. In the Opportunity record, click the link in the Opportunity Name field.
4. Click the Capture view tab.
5. In the Properties list, create a new record and complete the fields.
6. In the Dates list, create new records for one or more sets of arrival and departure dates for the selected property.

   You can create multiple arrival and departure date records for each of multiple properties in an opportunity.

7. In the RB list, click Create to create a new Room Block:
   1. In the Room Block dialog box, create a new record and complete the fields.
   2. For each required room type, enter the number of rooms required for each night.

      NOTE:  You can only create room blocks line items from this list if you have not already created room blocks. The Create button is unavailable if you have already created room blocks.

      You can click the link in the Rooms field to navigate to the Opportunity Room Blocks view.

8. In the Functions list, create a new agenda record, and complete the fields.
   • Click Copy to duplicate and modify existing agenda items.
   • Click the link in the Day # field to navigate to the Opportunity Function Agenda view.
   • For a parent function, click Sub Function to add subfunctions under the function.
9. In the Macro Est list, create a new record, select a category, and complete the fields.