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Lead Display Setup: Lead Elements - Data Exchange
The SFA Leads configuration options are used to set up sales lead handling for SFA. SFA features are available when the OPF<version number> OPERA SFA license is active. The Lead Elements - Data Exchange screen may be used to control what information is submitted with each pass. See Adding, Sending, and Resending Leads for details.
Note: Data lead sending is not allowed for any property that is flagged as running a non-OPERA S&C system (Property Details>Hotel Contacts Tab>Do not Send Data Leads checkbox). On the Lead screen, the DATA communication method will not be available and only EMAIL leads can be sent. When a lead to a non-OPERA S&C property gets confirmed (CFL), the lead will not get converted into a booking, to prevent the triggering of business events to the remote property. See Property Configuration - Property Details for more details.
To access the Lead elements - Data Exchange screen select System Configuration> Profile>SFA/Leads> Lead Elements - Data Exchange.
This screen provides the following information.
Lead Element. Piece of information contained in the lead. For each element, the remaining fields in the record show the note types, if any, that are passed with each lead type.
PEL. Pending lead. An X in this column indicates that the lead element is included when a pending lead is sent to lead recipients.
Note Types. For Block Notes and Lead Notes elements, the note types passed with a pending lead.
LSL. Lost lead. An X in this column indicates that the lead element is included when a lost lead is sent to lead recipients.
Note Types. For Block Notes and Lead Notes elements, the note types passed with a lost lead.
CFL. Confirmed lead. An X in this column indicates that the lead element is included when a confirmed lead is sent to lead recipients.
Note Types. For Block Notes and Lead Notes elements, the note types passed with a confirmed lead.
For each lead element, specify the lead pass (PEL, LSL, CFL) in which that information is sent, and the associated notes that accompany the information, if applicable.
Provide the following information and select the OK button.
Lead Element. The piece of lead information.
Lead Status. Select the check box(es) that correspond to the lead status pass in which the lead element is sent.
Notes. Select the down arrow to choose the note types that accompany the lead element for each lead status. Note types are available only for block notes (configured business block note types), and lead notes (configured lead note types).
