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Opportunity management for Hospitality / Service industry?

New Member
Posts: 3
Country: United Arab Emirates

Opportunity management for Hospitality / Service industry?

Hi all,

 

I have been trying to find a way to manage opportunities for my company. We have 4 separate camps where school groups will come for 1-day to 1-week to stay. The issue (i think) is associating an opportunity to a specific date or date range. Does anyone know how to associate an opportunity to a specific date or date range?

 

For example:

A school called and has 50 students coming to 'Camp A' in November 10th - 15th (4-nights). the charge is $300 per person per night

 

What is the best way to manage this opportunity?

 

Thanks! Levi

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Opportunity management for Hospitality / Service industry?

I believe there is a very good solution to what you want to do. To be sure I would need to examine how you have your database setup and have more detail on what you need to do. I believe thesolution that would work for you involves additional custom tables in the ACT! database, most likely one table for each camp. This solution does require use of a plugin to implement the custom tables.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Nickel Elite Contributor
Posts: 934
Country: USA

Re: Opportunity management for Hospitality / Service industry?

[ Edited ]

Seems like there is a easier solution than using custom tables but I am no expert.

You have not mentioned what flavor / version of ACT! you are using?

 

I do a similar sort of thing with my ACT! add-on product and I use the Opportunity-User Defined fields

 

example A;

 In the opportunity section - under the Product/Services Tab

 

'Camp A' in November 10th - 15th (4-nights).    is a Product

             the cost of product is $300

 

Use the field Estimated Close Date   as needed for tracking

   and/or   use/create a Begining and End Date  - USER Defined Field   to represent when the customer will be staying at camp.

     Also create a Group field  using the USER Defined fields  ex; CAMP-A Group

 

 

example B:

 

Camp-A is a product

 

this example would use the OPEN Date and CLOSE Date under the Opportuinity Info Tab

  to represent the dates the customer would be staying at the Camp

 

You can change your Layout/User defined field name titles  to reflect the field name titles...

 

Hope that helps,

Cheers - FSB

 

 

 

 

Message Edited by FILLSTAFFBILL on 05-26-2010 12:17 PM
Message Edited by FILLSTAFFBILL on 05-26-2010 02:40 PM
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Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Opportunity management for Hospitality / Service industry?

Actually the custom tables would be the easier colution. Modifying the opportunities is possible but if what you are trying to do isn't at least similar to sales recording you end up working around the built in features of oportunities.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 3
Country: United Arab Emirates

Re: Opportunity management for Hospitality / Service industry?

Sounds expensive Roy.
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Opportunity management for Hospitality / Service industry?


LeviW wrote:
Sounds expensive Roy.

 

Cost is never an absolute, it's always relative. That's true whether you are referring to a product or a serice. How much effort are you going to put into kludging a setup that's hard to use and doesn't really accomplish what you need versus purchasing an plugin that can give you what you need.
 
An analogy: I'm fairly handy and in the past did much of my on auto mechanics. My son is an experienced auto mechanic and I've whatched him do in less than an hour auto repair jobs that would take me at least all day. These days I gladly pay him his shop rate rather than spend my time doing the work. As someone told me one time "I do for pay what I do best and pay someone else for what they do best."
 
You need to make your own decision, I just made my best suggestion.
 
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129