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Managing a Travel Profile for a Contact

You can use the travel profile to store details about the travel preferences of a contact, such as hotel preference, travel preference, and some personal preferences. This information can be valuable to a sales representative when creating an opportunity for a contact and can help to progress the opportunity.

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

To create a travel profile for a contact

1. Navigate to the Contacts screen, then the Contacts List view.
2. In the Contacts list, query for and select the contact.
3. Click the link in the Last Name field, and then click the Travel Profile view tab.
4. In the Travel Profile form, complete the fields.

   The following table describes some of the fields.

   Field	Comments
   Preferred Hotel Chain	Select the hotel chain preferred by the contact.
   Preferred Brand	Select the brand of hotel preferred by the contact.
   Preferred Hotels	Select the properties preferred by the contact.
   Preferred Bed Type	Select the type of bed preferred by the contact; for example, double, king size, and so on.
   Smoking Preference	Select whether the contact prefers a smoking or nonsmoking room.
   Preferred Paper	Select the newspaper preferred by the contact.
   Preferred Airline Name	Select the airline preferred by the contact.
   Preferred Rental Car	Select the rental company from which the contact prefers to rent a car.
   Preferred Cruise Lines	Select the cruise lines preferred by the contact.
   Comment	Enter any relevant comments about the travel preferences of the contact.