The Sales Information panel on a profile enables you to record key information related to sales management.
- From the OPERA 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 in at least one other search field and then click Search.
- From the search results, click the I Want To . . . action next to the profile and select the Sales Information.
- On the Sales Information screen, click Edit and enter or edit information in any of the following fields:
Note:
Fields vary depending on the profile type you select in the search.
- Territory — the sales territory to which the account or profile is assigned.
- Priority — the business importance of the profile or contact.
- Rooms Potential — the importance of the account in drawing accommodations business.
- Account Type — the name of the account type.
- Business Segments — the business segment this profile represents for your property.
- Industry — the industry classification of the account.
- Account Source — the origin of the account (for example, media ad, website, and so on.)
- Influence — the influence the profile has in the decision-making process.
- Mail Action — the mailing action codes you can assign to identify the account when you want to create mailing lists or reports for other purposes.
- Competition — your hotel’s business competition for this account.
- Scope — the broad geographical areas where the profile or account generates business.
- Scope City — 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.