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.