Creating an Account Business Plan

For each account, you can create a business plan to help generate revenue from future opportunities. This plan can be useful when targeting accounts for special offers and deals. Siebel Hospitality allows you to enter business plans for accounts over specified time periods. You can create as many business plans for the account as you require.

This task is a step in Managing the Account Travel Profile.

To create an account business plan

1. Navigate to the Accounts screen, then the Accounts List view.

2. In the Accounts list, query for and select the required account.

3. Click the link in the Account Name field, and then click the Business Plans view tab.

4. In the Business Plans list, create a new record, complete the fields, and save the record.

   The following table describes some of the fields.

   Field	Comments
   Name	Enter a name for the business plan.
   Account	The account name, which is automatically selected.
   Period	A time period to which this business plan applies.
   Start Date	This field is automatically populated when the Period field is completed.
   End Date	This field is automatically populated when the Period field is completed.
   Type	Select the type of business plan. Options are Local, Regional, or National.
   Created By	The User Id of the user who created this plan.
   Team	The name of the team associated with the plan creator.
   Description	Enter the details of the plan in this field.