Organizations and accounts

An opportunity needs a real buyer and an operating organization before anyone can assess its value. Accounts hold the customer or partner identity, contact name, address and eligibility note. Organizations hold the operating name, time zone and currency. The Relationship Owner uses both when preparing a deal; the App Administrator maintains them so a team does not open the same buyer under different organizations.

For a group seeking a block of rooms, the first question is which buyer is asking and which organization will own the work. An agency and a corporate buyer may both be involved in the conversation, but the opportunity points to one counterparty account. Agree that choice before the owner adds a group stay inquiry.

• Organization first. The App Administrator maintains the operating organization and its active status, time zone and currency.
• Account eligibility. The account holds the buyer name, code, contact and eligibility note. The team checks it before opening an opportunity.
• One counterparty. The opportunity carries its buyer account and operating organization, making later activity, inquiry and review evidence traceable.

Decide how hotel groups, resorts and travel partners map to organizations. Set a code convention that lets a person distinguish similar buyer names. Agree who maintains the contact name and eligibility note on an account, and what review the team expects before a previously inactive account is used again.

The App Administrator should confirm how members belong to an organization. Relationship Owners can then work within the correct operating context; Sales Managers can review work against the same organization. If teams use more than one currency, agree which operating organization owns each opportunity and how the read-only effective exchange rates will be supplied.

Use a corporate travel buyer that requests a group stay at a resort. Create its account with the contact name and eligibility note under the correct organization. Have the Relationship Owner open an opportunity with that account as counterparty, set the expected close date and value, and create a linked inquiry. The Sales Manager should be able to follow the relationship from the opportunity back to its account and organization before making a decision.

Now try an account with a similar name in another organization. The handoff should make the distinction visible through the account code and organization. Check that an Auditor can read the authorized record and its eventual evidence while the App Administrator can still correct the master data.

• Account directory — Active buyer and partner accounts with contact and eligibility context for the next opportunity.
• My open opportunities — The owner’s current deals, with each counterparty visible alongside its status and expected close date.

Open and qualify an opportunity after the buyer is identified. Review access and ownership before the first operating cycle.