How to add Corporate Products (Inquiry Products) to an Inquiry
Learning Objectives
This article will teach you...
- Understand what are Inquiry Products (Corporate Products)
- How to build Corporate Products
- How to add Inquiry Products
- What these items would look like once converted
Your New Inquiry is saved, what’s next?
Once you have saved you will be redirected to the saved inquiry’s page. You can add and edit lots of different information and in this article we will talk about adding & editing Inquiry Products (Corporate Products).
Inquiry Products
Please be aware that this can only be done after generating a new inquiry.
On your Inquiry you have the ability to add and edit Inquiry Products. This is to allow those who manage inquiries to include necessary products. However these products are based on 'Corporate Products', each linked to a specific Property Product. For example, 'Corporate Dinner' is linked to a property’s 'Dinner' product. This setup is especially useful for teams managing inquiries across properties. Then once an inquiry is converted, the selected property will have their linked version of the Corporate Products included in the booking.
If a Corporate Product is chosen but hasn't been linked to the property's specific version of that product, it won't show up on the booking once the conversion is done.
Add, Edit and Convert Inquiry Products:
- On your saved Inquiry page via the ‘Related’ tab, you will see Inquiry Products. To create, select the ‘New’ button.
- A window will pop-up where the user would adjust and fill in the fields. Some fields may already have information filled from the Inquiry for example ‘Arrival Date’. However you can adjust them on this window as needed without affecting the details on the Inquiry.
- Click ‘Save’
- If you need to make any adjustments you can do so by clicking on the products dropdown and select ‘edit’
- When you convert your inquiry into a booking, if the property has linked that Corporate Product to a Property Product you'll see the property’s products appear on the booking. Check the screenshot below for reference.
Best Practices for Corporate Products
- 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 add Events, Guest Rooms and Products.
- Ensure that each Corporate Product is linked to a Property Product
Resources
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