How to edit and add more details to an Inquiry
Learning Objectives
This article will teach you...
- What can you find on an Inquiry
- How to edit an Inquiry
- The function / meaning of certain fields
Your New Inquiry is saved, what’s next?
Once you have saved your New Inquiry you will be redirected to the saved inquiry’s page where you can:
- Add / Edit information on fields
- Add & Edit Inquiry Event, Guest Rooms and Products
- Adjust the Inquiries status
- Convert the Inquiry
- And more!
Information on the saved Inquiries
For specific instructions, please refer to Thynk University! 👩🏻🎓
Best Practices for editing an Inquiry
- Start by checking with your Director of Sales, as your hotel may have strict policies on how to use Inquiries. The SOPs will provide guidance on when and how to classify a piece of business as an inquiry or a booking.
- Typically, if a lead has very basic information, you don’t know the source, or feel it’s not going to really materialize, you can track this as an inquiry. This allows you to track the business and the lost business without spending too much time detailing it.
- If you are part of a Central Sales Team, you are essentially routing leads to various properties by using Inquiries. Again, follow your own internal SOPs.
- Inquiries can be a treasure trove for prospecting for new business. Review lost inquiries and see if maybe you should get to know the account/contact better in order to find new business.
- Some hotels use ‘generic accounts’ to track their inquiries, or social business. For instance, you may have the following ‘generic accounts’: Wedding Account, Social Account, (Sales Manager’s name) Paul Smith’s Inquiry Account, etc. This allows you to link your inquiries to the generic account, without creating brand new accounts, especially if you don’t have the time now to really research the account.
- When you are converting an inquiry to a booking, make sure to follow your SOPs on qualifying accounts etc.
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