Guests, companies and enquiries
Every guest and every company the hotel has ever billed, the enquiries that are not bookings yet, and the follow-ups.
What the CRM is, and the Today screenThe CRM holds no second copy of anybody. What the Today tab shows, and what each tab is for.
People: guests and prospectsFinding a person, what their record holds, and adding somebody who has not stayed yet.
Companies and agentsEvery corporate account and agency already billed, and the prospects that are not yet.
Enquiries and the boardBusiness that has not happened yet, stage by stage, and the reason a lost one needs.
Tasks and follow-upsWhat has to be done, by whom, by when — and where a task comes from.
SegmentsA saved question, not a saved list: who matches right now, every time it is used.
CRM reportsWho is working what, where the business comes from, and why we lose.