OPERA Cloud provides the ability to draw statistics about revenue, room nights, and so on. For example, you could learn if the business is from a local business or an international business from reports such as Account History and Forecast, Account Hierarchy, Profile Production Statistics, and Profile Productivity LOS Reports. To use this feature, the sales account profile types (Company, Agent, Source) must have an account type selected in the Sales Information panel.

Adding Account Types

1. From the Administration menu, select Client Relations, select Profile Management, and then select Account Types.

2. Click New and enter the following details:

   1. Code: Enter an alpha-numeric code.

   2. Description: Enter a Description.

   3. Manage Translation: Click link to configure localized descriptions. For more information, see Configuring Localized Code Descriptions. (Available when the Multi Language OPERA Control is active.).

   4. Sequence: Set an optional sequence.

3. Click Save to save and exit or click Save and Continue to save the account type and add another.

Editing Account Types

1. From the Administration menu, select Client Relations, select Profile Management, and then select Account Types.

2. Enter search criteria and click Search.

3. Select the account type, click the vertical ellipsis Actions menu and select Edit.

4. Update details.

5. Inactive: Select the make the Account Type inactive.

6. Click Save.

Deleting Account Types

1. From the Administration menu, select Client Relations, select Profile Management, and then select Account Types.

2. Enter search criteria and click Search.

3. Select the account type, click the vertical ellipsis Actions menu and select Delete.

4. Click Delete to confirm.

Account Priorities enable you to specify the priority of the sales account. For more information, see Managing Sales Information

Adding a Priority Code

1. From the Administration menu, select Client Relations, select Profile Management, and then select Account Priorities.

2. Click New and complete the following fields:

   1. Code: Enter a code for the priority (for example, H for High, L for Low, and so on).

   2. Description: Enter a description for the priority code.

      1. Manage Translations: (Available when the Multi Language function under the General group is active.) Select to open the Multi Language descriptions screen and configure a language translation for the description.

   3. Sequence: Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned. 

3. Click Save or click Save and Continue to save this code and add another.

Editing a Priority Code

1. From the Administration menu, select Client Relations, select Profile Management, and then select Account Priorities.

2. Enter search criteria and click Search.

3. In the search results, select the code then click the vertical ellipsisActions menu and select Edit.

4. Update the configuration.

   1. Inactive. Select to inactivate the current code. Inactive codes are not available for selection on a profile, but are available for selection in report filters.

5. Click Save.

Deleting a Priority Code

1. From the Administration menu, select Client Relations, select Profile Management, and then select Account Priorities.

2. Enter search criteria and click Search.

3. In the search results, select the code then click the vertical ellipsisActions menu and select Delete.

   Note:

   Only inactive codes that are not currently used in a profile can be deleted.

4. Click Delete to confirm.

Use the business potential to categorize an account's ability to produce revenue at your property. The business potential of an account is an estimate and can be changed throughout the life of the account profile.

Adding a Business Potential Code

1. From the Administration menu, select Client Relations, select Profile Management, and then select Business Potential.

2. Click New and complete the following fields:

   1. Code. Enter a code for the potential (for example, 10K for $10,000-$10,999).

   2. Description. Enter a description for the business potential code.

   3. Manage Translations. (Available when the Multi Language function under the General group is active.) Select to open the Multi Language descriptions screen and configure a language translation for the description.

   4. Sequence. Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned. 

3. Click Save to save and exit or click Save and Continue to save this code and add another.

Editing a Business Potential Code

1. From the Administration menu, select Client Relations, select Profile Management, and then select Business Potential.

2. Enter search criteria and click Search.

3. In the search results, select the code and click the vertical ellipsis.

4. Click Edit.

5. Inactive. Select to inactivate the current code. Inactive codes are not available for selection on a profile, but are available for selection in report filters.

6. Update the configuration and click Save.

Deleting a Business Potential Code

1. From the Administration menu, select Client Relations, select Profile Management, and then select Business Potential.

2. Enter search criteria and click Search.

3. In the search results, select the code and click the vertical ellipsis.

   Note:

   Only inactive codes that are not currently used in a profile can be deleted.

4. Click Delete.

Competition codes enables you to identify other hospitality businesses that are competing with you for an account's business opportunities.

Adding a Competition Code

1. From the Administration menu, select Client Relations, select Profile Management, and then select Competition Codes.

2. Click New and complete the following fields:

   1. Code. Enter a code for the competitor.

   2. Description. Enter a detailed description (name) of the competitor.

   3. Manage Translations. (Available when the Multi Language function under the General group is active.) Select to open the Multi Language descriptions screen and configure a language translation for the description.

   4. Sequence. Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned. 

3. Click Save to save and exit or click Save and Continue to save this code and add another.

Editing a Competition Code

1. From the Administration menu, select Client Relations, select Profile Management, and then select Competition Codes.

2. Enter search criteria and click Search.

3. In the search results, select the code and click the vertical ellipsis.

4. Click Edit.

5. Inactive. Select to inactivate the current code. Inactive codes are not available for selection on a profile, but are available for selection in report filters.

6. Update the configuration and click Save.

Deleting a Competition Code

1. From the Administration menu, select Client Relations, select Profile Management, and then select Competition Codes.

2. Enter search criteria and click Search.

3. In the search results, select the code and click the vertical ellipsis.

   Note:

   Only inactive codes that are not currently used in a profile can be deleted.

4. Click Delete.

Influence codes can be associated with contact profiles to indicate the impact a contact has on purchase decisions involving your property's offerings.

Adding an Influence Code

1. From the Administration menu, select Client Relations, select Profile Management, and then select Influence Codes.

2. Click New and complete the following fields:

   1. Code. Enter a code for the level of influence (for example, DEC for the decision maker, NEG for negotiator, and so on).

   2. Description. Enter a detailed description of the influence code.

   3. Manage Translations. (Available when the Multi Language function under the General group is active.) Select to open the Multi Language descriptions screen and configure a language translation for the description.

   4. Sequence. Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned. 

3. Click Save to save and exit or click Save and Continue to save this code and add another.

Editing an Influence Code

1. From the Administration menu, select Client Relations, select Profile Management, and then select Influence Codes.

2. Enter search criteria and click Search.

3. In the search results, select the code and click the vertical ellipsis.

4. Click Edit.

5. Inactive. Select to inactivate the current code. Inactive codes are not available for selection on a profile, but are available for selection in report filters.

6. Update the configuration and click Save.

Deleting an Influence Code

1. From the Administration menu, select Client Relations, select Profile Management, and then select Influence Codes.

2. Enter search criteria and click Search.

3. In the search results, select the code and click the vertical ellipsis.

   Note:

   Only inactive codes that are not currently used in a profile can be deleted.

4. Click Delete.

A scope indicates the region where a contact or account's business originates. Many accounts and contacts do not draw their business locally, but rather from another city, region, or even another country. Define scopes as regions or areas that are as specific or general as necessary.

Adding a Scope

1. From the Administration menu, select Client Relations, select Profile Management, and then select Scope.

2. Click New and complete the following fields:

   1. Code. Enter a code that briefly describes the scope (for example, UK for the United Kingdom, EUR for Europe, and so on).

   2. Description. Enter a detailed description of the scope.

   3. Manage Translations. (Available when the Multi Language function under the General group is active.) Select to open the Multi Language descriptions screen and configure a language translation for the description.

   4. Sequence. Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned. 

3. Click Save to save and exit or click Save and Continue to save this code and add another.

Editing a Scope

1. From the Administration menu, select Client Relations, select Profile Management, and then select Scope.

2. Enter search criteria and click Search.

3. In the search results, select the code and click the vertical ellipsis.

4. Click Edit.

5. Inactive. Select to inactivate the current code. Inactive codes are not available for selection on a profile, but are available for selection in report filters.

6. Update the configuration and click Save.

Deleting a Scope

1. From the Administration menu, select Client Relations, select Profile Management, and then select Scope.

2. Enter search criteria and click Search.

3. In the search results, select the code and click the vertical ellipsis.

   Note:

   Only inactive codes that are not currently used in a profile can be deleted.

4. Click Delete.

The scope city is the city where the contact or account's headquarters is located or the city where one of your properties is located that the contact or account frequently uses.

Adding a Scope City

1. From the Administration menu, select Client Relations, select Profile Management, and then select Scope City.

2. Click New and complete the following fields:

   1. Code. Enter a code that briefly describes the scope city (for example, NYC for New York, MADRID for Madrid, and so on).

   2. Description. Enter a detailed description of the scope city.

   3. Manage Translations. (Available when the Multi Language function under the General group is active.) Select to open the Multi Language descriptions screen and configure a language translation for the description.

   4. Sequence. Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned. 

3. Click Save to save and exit or click Save and Continue to save this code and add another.

Editing a Scope City

1. From the Administration menu, select Client Relations, select Profile Management, and then select Scope City.

2. Enter search criteria and click Search.

3. In the search results, select the code and click the vertical ellipsis.

4. Click Edit.

5. Inactive. Select to mark the code inactive. Inactive market codes are not available for selection from market lists in OPERA Cloud. The code remains for historical, statistical purposes only.

6. Update the configuration and click Save.

Deleting a Scope City

1. From the Administration menu, select Client Relations, select Profile Management, and then select Scope City.

2. Enter search criteria and click Search.

3. In the search results, select the code and click the vertical ellipsis.

   Note:

   Only inactive codes that are not currently used in a profile can be deleted.

4. Click Delete.

A source indicates how you came to acquire an account. For example, through an advertisement, a website, a referral, and so on.

Adding a Source

1. From the Administration menu, select Client Relations, select Profile Management, and then select Sources.

2. Click New and complete the following fields:

   1. Code. Enter a code that briefly describes the source (for example, WEB for web site, TS for trade show, CC for cold call, REF for referral, and so on).

   2. Description. Enter a detailed description of the source.

   3. Manage Translations. (Available when the Multi Language function under the General group is active.) Select to open the Multi Language descriptions screen and configure a language translation for the description.

   4. Sequence. Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned. 

3. Click Save to save and exit or click Save and Continue to save this code and add another.

Editing a Source

1. From the Administration menu, select Client Relations, select Profile Management, and then select Sources.

2. Enter search criteria and click Search.

3. In the search results, select the code and click the vertical ellipsis.

4. Click Edit.

5. Inactive. Select to inactivate the current code. Inactive codes are not available for selection on a profile, but are available for selection in report filters.

6. Update the configuration and click Save.

Deleting a Source

1. From the Administration menu, select Client Relations, select Profile Management, and then select Sources.

2. Enter search criteria and click Search.

3. In the search results, select the code and click the vertical ellipsis.

   Note:

   Only inactive codes that are not currently used in a profile can be deleted.

4. Click Delete.

Territories are the geographical sales areas where accounts and contacts are located and you can use them as filters in preparing sales reports.

Adding a Territory

1. From the Administration menu, select Client Relations, select Profile Management, and then select Territories.

2. Click New and complete the following fields:

   1. Code. Enter a code that briefly describes the territory (for example, NA for North America, AU for Australia, and so on).

   2. Description. Enter a detailed description of the territory.

   3. Manage Translations. (Available when the Multi Language function under the General group is active.) Select to open the Multi Language descriptions screen and configure a language translation for the description.

   4. Sequence. Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned. 

3. Click Save to save and exit or click Save and Continue to save this code and add another.

Editing a Territory

1. From the Administration menu, select Client Relations, select Profile Management, and then select Territories.

2. Enter search criteria and click Search.

3. In the search results, select the code and click the vertical ellipsis.

4. Click Edit.

5. Inactive. Select to inactivate the current code. Inactive codes are not available for selection on a profile, but are available for selection in report filters.

6. Update the configuration and click Save.

Deleting a Territory

1. From the Administration menu, select Client Relations, select Profile Management, and then select Territories.

2. Enter search criteria and click Search.

3. In the search results, select the code and click the vertical ellipsis.

   Note:

   Only inactive codes that are not currently used in a profile can be deleted.

4. Click Delete.