Sales Call Types

Sales Calls are a record of any interaction you have with a guest or company contact, and are part of your Guest Relations, aiding you in keeping your relationships with potential and past guests alive. Sales Call Types are used to enter and help track the business from your sales department.

The Types of Sales Calls you can make at your Property are an important aspect of your ability to generate and track new business. These are the activities that your managers perform in order to generate business for your Property. You should enter all of the types of Sales Calls you wish to designate for your Property. Call Types may include "Cold Call", "Follow Up Call", "Site Inspection", etc.  

 You may edit the Call Types configuration to suit your Property at any time if you have the appropriate access/authorization, using the Sales and Catering Configuration sub-system. The Sales and Catering Configuration Menu area is part of the Property and System Configuration area of Skyware Systems.

The Sales and Catering Configuration commands allow you to utilize your Sales and Catering Module to its fullest potential and manage your functions or events in a concise, cohesive manner. If your Property does not currently have our Sales and Catering Module and you are interested in adding it, please contact us at  Sales@SkywareSystems.com.

 

 


Select Managers Screen from the Quick Menu on the left side of the screen, then select Configuration > Sales and Catering =>.

Quick Menu with Manager's Screen option selected

Select Manager's Screen to be taken to the MANAGER'S COMMANDS screen.

Manager's Commands Menu

Select Configuration to be taken to the PROPERTY AND SYSTEM CONFIGURATION screen.

Manager's Commands Menu with Configuration option selected

Alternately, you may also be able to select Configuration directly from the Quick Menu, if the menu has been set up to include the Configuration option.

This will take you to The Property System Configuration Menu.

Property and System Configuraion Menu

The list of property configuration options are divided into four sections, which are Required Configuration, Optional Configuration, Locales/Dates and Sub-Systems.

Select Sales and Catering => from the Sub-Systems section.

Sub-Systems section of the Property System Configuration menu with Sales and Catering Configuration menu command selected

This will open the Sales and Catering Configuration Menu.

The Sales and Catering Configuration Menu has four sections: Sales, Catering, Menus and Inventory.

Sales and Catering Configuration Menu screen

Select Call Types from the Sales section.

Sales section of the Sales and Catering Configuration menu with Call Types command selected

 

When opened, the Sales Call Types Maintenance screen display is split into two frames, with the left side of the screen listing any already configured Call Types for the Property and the right side containing the fields you need to complete in order to add or edit a Call Type for the Property. Any changes made on the right, once saved, will be updated in the listings to the left. Enter the different Call Types for your Property.

Sales Call Type Maintenance screen example

The currently configured options are displayed by:

Order: List Order of the Call Types. This will display your Call Types in the order you desire in the interface. If there is no list order number, the Call Types will be displayed alphabetically.

Code: The Call Type Code, a short version of a name for the specific Call Type. Codes can be up to 10 characters.

Name: The actual name of the Call Type or how you wish to refer to it.

 

Your options include the following:

Generate a new entry:

Click the New Generate New Entry button button from the toolbar to add a new Sales Call Type.

Complete the fields described below.

OR:

Select an existing Sales Call Type from the list on the left, and click the Replicate Replicate Current Entry button button from the toolbar. Then change the field information as described below.

Edit the current selection:

Change the field information described below.

 

Sales Call Type Maintenance screen right side detail for editing

 

Type Code: This should be the short version of the Call Type name, that will be used in the interface when selecting options. Codes should be easily recognizable by your staff. Codes may be up to 10 characters in length.

This field is required.

List Order: This determines in what order the Call Type appears listed in the interface.

Enter a number into the List Order field.

This field is optional, however it we recommend that you list the Call Types in the order you prefer. This makes it easier for staff to find the Call Type they need in the interface.

Type Description: This is the description or name of the Call Type. You should enter the full description of the Call Type here.

This field is required.

 

When you are finished adding or editing a Sales Call Type, click the Save Save button button to save the changes.

To view any changes made, click the Activity log Activity Log button button in the local tool bar.

 

Date Updated February 18, 2021