Detail business data
The Business Data Details page displays information about an RFP after the proposal is created. As the receiver, you can enter information about the meeting after the proposal has been awarded. For example, you can revise the number of people attending each event, the check-in date, the event revenue, the meeting name, and so on. You can then compare this information to the information in the original proposal in order to understand the actual pickup for the meeting.
The receiving location may enter data at any time during the lifecycle of the awarded or self-awarded business.
To enter business data
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Click the RFPs tab.
The RFPs page opens.
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Click the awarded or self-awarded RFP you want to update.
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Click the Business Data tab.
The Business Data General Information page opens.
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Click the type of data you want to update (Agreed, Blocked, etc.).
The Business Data Details page opens.
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Add or update the information as needed.
- To add or update the guestroom requirements, do the following:
- Click Add Day to add a day row to the guestroom requirements.
Copy a day row in the guestroom requirements.-
Select the check box next to the day you want to copy.
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Click Copy Day. The copied day opens.
The Copy Day button is unavailable until you select a day to copy.
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Select the check box next to the day you want to remove.
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Click Remove Day.
The Remove Day button is unavailable until you select a day to remove.
The day is removed along with all guestroom information. If you want to add the day back, you must add the day and re-enter the guestroom information.
- Click the Edit
button to update the guestroom
requirements for a specific day.
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Click the Day# drop-down arrow to select the day from the list.
Day# 1 indicates the first day of the meeting.
- Add or update guestroom and event dates.
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To add or update the event requirements, do the following:
- Click Add Day to add a day row to the event requirements.
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Select the check box next to the day you want to copy.
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Click Copy Day. The copied day opens.
The Copy Day button is unavailable until you select a day to copy.
The event information for the day is also copied to the new day.
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Select the check box next to the day you want to remove.
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Click Remove Day.
The Remove Day button is unavailable until you select a day to remove.
The day is removed, along with all event information. If you want to add the day back, you must add the day and re-enter the event information.
- Click the Edit button to update the event
requirements for a specific day.
- Click the Day# drop-down arrow to select the day from the list.
Day# 1 indicates the first day of the meeting.
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Click Save or Save and Close.