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Process of Managing Hospitality Accounts

This topic lists the tasks typically performed by hospitality sales representatives to manage accounts when creating an opportunity for an event. Your company might follow a different process according to its business requirements.

Figure 3 illustrates the process flow for managing hospitality accounts.

Figure 3. Business Process for Profiling Hospitality Accounts

To manage Hospitality accounts, perform the following tasks:

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. Viewing Opportunities for 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.