Sales information can be added to Company, Travel Agent, Source, and Contact profiles to assist you in decision-making and can be referenced as filters in sales reports.
Editing Sales Information
- From the OPERA Cloud menu, select Client Relations, select Profiles, and then select Manage Profiles.
- Click the View By drop-down and select a profile type, such as a Company, Travel Agent, Source, or Contact.
- Enter search criteria and then click Search.
- From the search results, click the I Want To . . . select Sales Information or open the profile and click Sales Information in Profile Presentation.
- On the Sales Information screen, click Edit and update the following details. Select a value(s) from the list for each field.
Note:
Fields vary depending on the profile type you select in the search.
- Territory : Select the sales territory to which the account is assigned.
- Priority: Select the business importance of the profile or contact.
- Business Potential: Select the importance of the account in drawing accommodations business.
- Account Type: Select the type of sales account.
- Business Segments : Select the business segments this profile represents for your property.
- Industry: Select the industry classifications of the account.
- Account Source: Select the origins of the account, such as media ad, website, and so on.
- Mail Action : Select the mailing action codes you can assign to identify the account when you want to create mailing lists or reports for other purposes.
- Influence : Select the influence the Contact has in the decision-making process.
- Competition: Select your properties competition for this account.
- Scope : Select the broad geographical areas where the profile or account generates business.
- Scope City : Select the city where the profile or account's headquarters is located or the city where one of your properties is located that this profile or account frequently uses.
- Click Save.