Process of Capturing Hospitality Opportunities

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

To capture opportunities for an event, perform the following tasks:

1. Creating Event Opportunities

2. Adding a Function Agenda and Line Items to an Event Opportunity

3. Adding Room Block Information to an Event Opportunity

4. Selecting Properties for an Event Opportunity

5. Applying an Event Template to an Opportunity

6. Adding Details to an Event Opportunity

7. Adding Billing Information to an Event Opportunity

8. Adding Macro Estimates to an Event Opportunity

9. Adding an Assessment to an Event Opportunity

10. Capturing Event Opportunity Information

11. Assigning Host and Affiliate Relationships to Opportunities

12. Viewing Opportunity Details with the Opportunity Explorer

13. Analyzing Opportunities with Charts