Process of Managing Hospitality Accounts

This topic outlines the tasks typically performed by hospitality sales representatives to manage accounts when creating an opportunity for an event. Your company might follow a different process according to its business requirements.

The following image illustrates the tasks for managing hospitality accounts.

As shown in this image, sales representatives typically perform the following tasks to manage hospitality accounts:

1. Create the Account - see Siebel Applications Administration Guide.

2. Profile the Account - see Siebel Applications Administration Guide.

3. Managing the Account Travel Profile

4. Creating Account Event Templates

5. Viewing Account Transactions

6. Viewing Opportunities for Intermediary Accounts

7. Creating an Account Business Plan

8. Performing Basic Account Management.

   This includes managing notes, attachments and activities associated with the account. For more information, see Siebel Applications Administration Guide.