Companies
Create a New Company Account (Cloud)
Hotels often maintain company accounts for corporate clients to streamline billing processes, enhance operational efficiency, and build long-term relationships. These accounts facilitate centralized invoicing, negotiated rates, and personalized ...
Apply a Company Category Code (Cloud)
This setup will give the possibility to sort Companies by categories in their profiles. Path: Sales and Marketing > Company 1. Open a Company profile. 2. Apply the category code. 3. Click the green floppy disk to save. Related Articles Setup Company ...
Search a Company Profile (Cloud)
Path: Sales and Marketing > Company > Search 1. Search by Company number or by range. 2. Search by Company category, if setup. 3. Click Search to see the results. Click Print to keep a copy. 4. Double Click on a Company to see details of their ...
Sales & Mktg Company Profile (Cloud) 🎥
? Watch Video Visual Matrix provides the ability to set up, review or edit Company Profiles. Company Profiles help keep records of your business source and revenue contributions and statistics from a particular Company. Path: Sales and ...