Sales & Marketing City Ledger Export (Desktop) 🎥

Sales & Marketing City Ledger Export (Desktop) 🎥



Path: Sales and Marketing > Marketing > City Ledger

Part of any business is marketing their products and/or services they supply to their existing or potential customers. Visual Matrix offers a platform that will allow you to create mailing lists for their existing customer base. There are four primary target areas where data is collected.
Those four areas are as follows: Guest, Company, Travel Agent, and City Ledger accounts.
This article will go over the possibilities of City Ledger data export.


Report Parameters

In the Sales and Marketing database, a collection of data is provided for the City Ledger. 
Examples of some available filters are as follows: Account #, (one account or all). You can see the total YTD revenue for a particular company once filters are put in place.
The created list can be printed or exported to allow for possible label printing or email transmission.

The search parameters can be sorted into 5 categories:
1- By type of city ledger: account number, member of a CL group.
2- By date: booking and/or arrival day.
3- By provenance: zip code, state/province, and/or country.
4- By revenue: revenue or number of nights overall and/or year to date (this will populate based upon search parameters)
5- By contact information and status: if the profile has a fax number and/or an email, as well as their status


Once processed, the view given on the screen is limited. To see the full report, it has to be exported.

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