Siebel Hospitality Guide > Managing Recurring Events >

Creating Subopportunities for Event Opportunities

After the recurring event opportunity has been created, you add subopportunities that represent each individual event in the series of events.

When you have created the subopportunities, you can provide more detailed information, for example, notes, activities, contact information, and so on, about these opportunities. For more information, see Capturing Hospitality Opportunities.

NOTE:  You can apply event templates to a subopportunity from the Sub Opportunity list Menu. For more information about applying event templates, see Applying an Event Template to an Opportunity.

This task is a step in Process of Creating Recurring Events.

To create subopportunities for an event opportunity

1. Create an opportunity as described in Creating the Recurring Event Opportunity.
2. Click the link in the Name field, and then click the Sub Opportunities view tab.
3. In the Sub Opportunities list, create a new record.

   The Name, Opportunity #, Arrival Date, Sales Stage, and Relationship type fields are automatically populated.

4. Change the Name, Arrival Date, # of Nights, and Projected Property fields as required.
5. Scroll down to the Room Block Items list, and create room blocks and line items as necessary by performing the following steps.
   1. Complete the Room Blocks field to create a Room Block.
   2. Complete the remainder of the fields to create a line item for the room block.
   3. (Optional) To view the standard layout for Room Blocks, click the link in the Name field of the subopportunity, and then click the Room Blocks tab.

      You can enter information in this view if needed.

      For more information about Room Blocks, see Adding Room Block Information to an Event Opportunity.

6. In the Agenda Functions list, create new records as necessary.

   For more information about Function Agendas, see Adding a Function Agenda and Line Items to an Event Opportunity.