Siebel Hospitality Guide > Setting Up Properties >

Creating Sell Notes for a Property

Sales managers can flag days as high-priority for event sales, and add sell notes, which describe the sales strategy that the property is implementing. More than one sell note can be entered against a date. The Sell Notes automatically appear in the Special Dates calendar. For more information, see Viewing the Property Calendar.

NOTE:  Sell Notes should only be defined using the Property screen's Sell Notes view.

This task is a step in Process of Setting Up Properties.

To create sell notes

  1. Navigate to the Property screen > Properties list view.
  2. In the Properties list, query for the required property record.
  3. Drill down on the Property Name hyperlink.
  4. From the Property form, click the Sell Notes view tab.
  5. In the Sell Notes list, create a record, and complete the fields.

    The following table describes some of the fields.


Start Date

Start date of the sell note.

End Date

End date of the sell note.


Designates the record type. This is defaulted to Sell Notes, and only records of this type are displayed in this view.


Description of the sell note.

Created By, Created Date

The login of the person creating the sell note and the date the record was created.

Last Updated By, Updated Date

The login of the person who last updated the sell note and the date the record was updated.

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