Siebel Hospitality Guide > Capturing Hospitality Opportunities >

Using Quick Opportunity Capture

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
• Function Agenda information
• Room Block information

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

To capture property information

1. Navigate to the Opportunities screen > Opportunity List view.
2. In the Opportunities list, query for the opportunity.
3. In the Opportunity record, click the link in the Opportunity Name field.
4. Click the Capture view tab.
5. In the Capture list, click New, select the property, and complete the fields.
6. Scroll down to the Room Blocks list, create a new Room Block record, and complete the fields.

   You can click Copy to duplicate and modify an existing room block. Click the link in the Day # field to navigate to the Opportunity Room Blocks view to add details.

7. In the Agenda Functions list, create a new agenda record and complete the fields.

   You can click Copy to duplicate and modify existing agenda items. Click the link in the Day # field to navigate to the Opportunity Function Agenda view.