Configuring Business Potential

Use the business potential to categorize an account's ability to produce revenue at your property. The business potential of an account is an estimate and can be changed throughout the life of the account profile.

Adding a Business Potential Code

1. Select the Administration menu, select Client Relations, select Profile Management, and then select Business Potential.

2. Click New and complete the following fields:

   1. Code. Enter a code for the potential (for example, 10K for $10,000-$10,999).

   2. Description. Enter a description for the business potential code.

   3. Manage Translations. (Available when the Multi Language function under the General group is active.) Select to open the multi-language descriptions screen and configure a language translation for the description.

   4. Sequence. Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned. 

3. Click Save to save and exit or click Save and Continue to save this code and add another.

Editing a Business Potential Code

1. Enter search criteria and click Search.

2. In the search results, select the code and click the vertical ellipsis.

3. Click Edit.

4. Inactive. Select to inactivate the current code. Inactive codes are not available for selection on a profile, but are available for selection in report filters.

5. Update the configuration and click Save.

Deleting a Business Potential Code

1. Enter search criteria and click Search.

2. In the search results, select the code and click the vertical ellipsis.

   Note:

   Only inactive codes that are not currently used in a profile can be deleted.

3. Click Delete.