Siebel Hospitality Guide > Managing Hospitality Accounts and Contacts >

Process of Managing Hospitality Accounts and Contacts

This topic lists the tasks typically performed by sales representatives when managing accounts and contacts. Your company may follow a different process according to its business requirements.

To manage accounts and contacts, perform the following procedures:

1. Creating the Account. For more information, see Siebel Applications Administration Guide.
2. Profiling the Account. For more information, see Siebel Applications Administration Guide.
3. Managing the Account Travel Profile
4. Creating Account Event Templates
5. Viewing Account Transactions
6. Tracking Intermediary Accounts
7. Creating an Account Business Plan
8. Performing Basic Account Management. This includes managing notes, attachments and activities associated with the account. For more information, see Siebel Applications Administration Guide.
9. Creating the Contact. For more information, see Siebel Applications Administration Guide.
10. Profiling the Contact. For more information, see Siebel Applications Administration Guide.
11. Managing a Contact's Travel Profile
12. Creating Contact Event Templates
13. Building Contact Loyalty. For more information, see Siebel Loyalty Administration Guide.
14. Perform Basic Contact Management. For more information, see Siebel Applications Administration Guide.

    NOTE:  Basic Contact Management includes managing notes, attachments, and activities associated with the contact.

Figure 6 illustrates the process flow for managing hospitality accounts.

Figure 6. Business Process for Profiling Hospitality Accounts

Figure 7 illustrates the process flow for managing hospitality contacts.

Figure 7. Business Process for Profiling Hospitality Contacts