Add an inquiry to an existing booking using multi-link
The content of this page is specific to the Delphi product type only. If you are using the Delphi Core product type and want to learn more about the Delphi product type, contact your sales representative.
You can use the multi-link feature to link multiple inquiries to a booking for all parties to receive business data updates. For example, you receive an inquiry from Cvent and convert it to a booking. The next day, you receive another inquiry from a National Sales Manager for the same piece of business. When you link both inquiries to the booking, business data updates are sent back to each channel.
The Inquiries section of the Booking page displays all the inquiries linked to the booking. The inquiry used to create the booking is the primary inquiry, by default. If needed, you can select a different inquiry to be the primary. As long as an inquiry is linked to a booking, business data updates are sent to MeetingBroker.
To link multiple inquiries to a booking
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Create a booking from an inquiry. The inquiry displays in the Primary Inquiry field and in the Inquiries section of the Booking page. The MeetingBroker RFP ID and RFP Status also display.
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Open the next inquiry and navigate to the Booking section.
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Click Link Booking. The New Booking Inquiry page displays.
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Select the booking in the Booking field and click Save. The second inquiry now displays in the Inquiries section of the booking along with the first inquiry.
You can also link an inquiry to a booking from the Booking page. In the Inquiries section, click Link Inquiry to open the New Booking Inquiry page. Select the inquiry in the Inquiry field, and click Save.
- To select a different inquiry to be the primary, select the inquiry and click Make Primary.
To unlink an inquiry from a booking
- Open the booking and navigate to the Inquiries section.
- Select the inquiry you want to unlink and click Unlink Inquiries.