Managing Opportunities
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[Music]
Transcript
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In this video, you will learn how to Manage Opportunities to track and manage all prospective
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business inquiries.
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Opportunities provide the ability to quickly capture and manage perspective business inquiries
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from existing and new customers.
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Let's get started.
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In OPERA Cloud, go to Bookings, blocks, and then select Manage Block.
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Click the I Want To ... menu then select Create Opportunity.
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In the Block Definition panel, enter a property, start date, end date, Block Name, Block Code,
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Reservation Type and any additional information.
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In the Room Details panel, I can select a Rate Code from the Rate code magnifying glass
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and then click select.
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I can select a Room type from the Room type magnifying glass and then click select.
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Next, click save to save the details for the Opportunity.
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Or I can click Save and Manage Block to open Block Presentation.
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In the Block Overview panel, I can click Edit to add more details to the Opportunity.
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Then click Save.
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I can also click Save and Go To Room Grid to open the Room & Rate Grid.
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In the Room and Rate Grid screen, I can click Edit to allocate rooms and rates for the opportunity.
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And then click Save.
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To Update Opportunities, go to Bookings, blocks, and then select Manage Block.
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In the Manage Block screen, I select the Manage Opportunities check box and then enter any
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additional search criteria
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Then click Search.
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I select the opportunity block in the search result.
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To update the Opportunity I click the I Want to.. menu and then select Block.
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I can update the details by clicking the Edit option and then click Save.
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To convert an opportunity to a confirmed block, select Bookings, Blocks, and then select Manage
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Block.
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I select the Manage Opportunities check box and then enter additional search criteria
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Then click Search
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I select the opportunity block in the search result, then click the I Want to.. menu and
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select Convert Opportunity To Block.
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Now, I can see the Block status updated.
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To update the status of an opportunity to lost, in the Manage Block screen, I click
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the I Want to.. menu and select Release Opportunity.
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In the Cancellation Details panel, I can select a cancellation reason from the Block Cancel
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Reasons magnifying glass.
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I can enter a destination and a property name if the opportunity is booked elsewhere.
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To cancel any pseudo room reservations created for the block, I can select the Cancel PM
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Reservations checkbox and select a PM Cancel reason and then click Select.
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The cancellation number is recorded in the Viewing Changes Log Details.
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then click Save.
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Now, I can see the Opportunity status updated to a Lost status.