View and Edit Sales Profiles (Video Transcript)
00:05
In this video, you will learn how to search for and edit profiles in OPERA cloud. Let's get
00:11
started. In OPERA cloud I go to client relations, profiles, and then I select manage profile.
00:19
On the manage profile screen, I can select the profile type from the view by
00:23
drop-down list to narrow the results. In this example, I select company from the list.
00:31
Next, I enter the company name Oracle.
00:34
I then click search. In the list of results. I can click the plus sign to view additional details.
00:43
Or I can click the arrow to access I want to menu for each profile. The I want to menu
00:48
contains a variety of tasks. For example, I can merge profiles, create a reservation,
00:55
block, or view activities, billing information, or view future and past reservations for the profile.
01:02
In this example, I will click the profile name to go to the profile. In the profile
01:08
overview section, I can click the vertical ellipsis to change or delete the profile image.
01:15
Or I can click edit to make changes to the profile details, communication methods,
01:20
or address information for the profile. Next, I'll click Save. In the left navigation,
01:26
I can click any of the links to jump to the profile section. In this example,
01:30
I click future and pass stays to jump to the reservations associated with this profile.
01:35
Here I can see the list of past reservations for this profile.