Siebel Hospitality Guide > Managing Hospitality Accounts and Contacts >

Viewing Account Transactions

Using the Accounts screen, you can view all opportunities, quotes, and orders for a particular account. The information included on these screens gives a sales representative or sales manager an indication of the volume of business and amount of revenue brought in by the account.

This task is a step in Managing the Account Travel Profile.

To view account transactions

1. Navigate to the Accounts screen, then the Accounts List view.
2. In the Accounts list, query for and select the account.
3. Click the appropriate view tab:
   • To view account opportunities, click the Opportunities view tab.
   • To view account quote, click the Quotes view tab.
   • To view account orders, click the Orders view tab.