Overview of Managing Hospitality Accounts and Contacts

When a customer contacts a sales representative, the sales representative researches and profiles the customer account to determine if the account and the contact are already in the database, and the status of the account.

You can use a variety of methods to verify that an account or contact exists in Siebel Hospitality, and add the records if necessary:

• Accounts screen. Navigate to the Accounts screen and query for the account. If you cannot find the account, create an account record. For more information about creating and managing accounts, see Siebel Applications Administration Guide.

• Contacts screen. Navigate to the Contacts screen and query for the contact. If the contact is not found, create a contact record. For more information about creating and managing contacts, see Siebel Applications Administration Guide.

After accounts or contacts have been created and profiled, you can create opportunities, quotes, orders, and event checks for the accounts and contacts. You can add further details (such as travel preferences) about the accounts and contacts at a later stage, as the details about the accounts and contacts become available.

After you have created an account, you can manage the travel profile of the account, create event templates for the account, view the transactions of the account, track intermediary accounts, and create business plans for the account. You can also perform basic account management tasks, such as creating notes, attachments, and activities.

After you have created a contact, you can manage the travel profile of the contact, create event templates for the contact, and build contact loyalty. You can also perform basic contact management tasks, such as creating notes, attachments, and activities.