Sales Account Profiles are companies, travel agents, and (booking) sources. These profiles are shared across all properties in multi-property operations ensuring that information about such details as negotiates rates, notes, and attachments are available at all properties.
Revenue production is tracked against the various profiles linked to a reservation (either guest, or group, and event billing masters).
From the OPERA Cloud menu, select Client Relations, select Profiles, and then select Manage Profiles.
Click the I Want To . . . action and select Company Profile, Travel Agent Profile, or Source Profile.
Complete the Primary Details panel.
Name: Enter the company, travel agent, or source name.
Alternate Name: Use this field to enter an alternate name (non Western characters) for the profile (available when the multi-language OPERA Control is active).
Name2: Enter additional profile name details.
Name3: Enter additional profile name details.
Language: Select a language from the list. When the Multi-language OPERA Control is active, all stationery is generated in this language.
Owner: Select a sales owner the Sales Account (available when the Owner OPERA Control is active).
Trace: Select an Activity trace code from the list (available when the OPERA Cloud Sales and Event Management Standard Cloud Service or OPERA Cloud Sales and Event Premium Cloud Service are active)
Phone, Email Section
Add Phone and Email contact details.
Click Add Rows to add additional rows.
Select Primary for the primary email and phone contact details.
Refer to: Adding Profile Communications.
Address
Add Address details.
Click New to add additional address details.
Refer to: Adding Profile Communications.
Click Save to save and close or Save and Add More Details to save and open the Profile Presentation page. Click Save and Create Linked Profile to create and link a Contact Profile to the sales account.
Related Topics
Parent topic: Profiles