Adding Intermediary Accounts to the Travel Profile

Intermediary accounts are accounts that create opportunities for your company for certain other accounts. You can add an intermediary account to the travel profile to indicate the companies that refer account business to your company during a particular year.

To add intermediary accounts to the travel profile

1. In the Profiles list, select the travel profile.

2. Scroll down to the Intermediary list, and create a new record.

3. Complete the fields, and save the record.

   The following table describes some of the fields.

   Field	Comments
   Account Name	Select an intermediary account from the picklist.
   Street Address	This field is automatically populated when the Account Name field is completed.
   City	This field is automatically populated when the Account Name field is completed.
   Comments	Add any relevant comments for the intermediary account.