Client accounts

An agency receives an inquiry from a client company about a group trip. The consultant checks the company record before opening a new opportunity. The account holds its name, code, main contact, address, location, segment, potential value and status. Individual contacts carry their own phone, email, title and role in the buying conversation. The consultant can open the account from the trip opportunity and confirm that the primary contact belongs to that company. This matters when another team member takes over a client conversation.

• Starting record. Open the relevant client or opportunity before changing the trip work. Keep the organization and owner aligned with the rest of the case.
• Action and timing. Record what the consultant did, when the next response is due, and which person must act. The manager can then discuss a specific record.
• Review trail. Use the linked proposal, activity, decision or receipt to explain a change in stage. Keep the reason beside the affected trip.

Agree the account code and main contact; which company owns each contact; when an account should move between prospect, active and credit hold. Use a real client and a real proposed trip to test these choices. The sales manager should settle who edits commercial details, who handles follow-ups and how a consultant hands work to review. The first operating cycle should be small enough to inspect each transition by hand.

A client may ask for a revised itinerary while the opportunity remains open. Keep the client contact, proposal owner and next step current as that discussion changes. The agency should agree who updates the record after the conversation and when the manager expects to see it.

The client company is on credit hold when a consultant receives a request from a decision maker. The account status stays visible while the consultant checks the contact and discusses the next step with the sales manager. The opportunity is tied to that company and can point to the primary contact. No one has to infer which client the trip belongs to from a subject line. After the handoff, check the linked records from the opportunity and confirm that the owner and reviewer can each find the information needed for their part. A manager should be able to explain the current state from the record without asking the consultant to reconstruct it.

• Active Client Accounts — See active companies with their main contact, segment and location.
• Prospect Accounts — Find companies still being assessed before account work advances.

See the related process for the handoff, and the data model for the linked records.