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Creating Sell Notes for a Property


Sales managers can add sell notes, which describe the sales strategy to implement at the property. More than one sell note can be entered for any given date. Sell notes appear in the Special Dates calendar. For more information about the Special Dates calendar, see Viewing the Property Calendar.

This task is a step in Roadmap for Setting Up Hospitality Properties.

To create sell notes for a property

  1. Navigate to the Property Pricing Admin screen, then the Properties view.
  2. In the Properties list, query for the required property record.
  3. Drill down on the Property Name hyperlink.
  4. From the Property form, click the Sell Notes view tab.
  5. In the Sell Notes list, create a record, and complete the fields.

    The following table describes some of the fields.

    Field
    Comments

    Start Date

    Start date of the sell note.

    End Date

    End date of the sell note.

    Type

    Designates the record type. The default value is Sell Notes, and only records of this type are displayed in this view.

    Description

    Description of the sell note.

    Created By

    The login of the person creating the sell note record.

    Created Date

    The date the sell note record was created.

    Last Updated By

    The login of the person who last updated the sell note record.

    Updated Date

    The date the sell note record was updated.

NOTE:  You can also set up special dates in the Sell Notes view. For more information, see Setting Up Special Dates.

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