Thank you - that is helpful. Guests and prospective guests would be Business
Contacts since they are all individuals.
Do you have any suggestions on how I can setup my properties? I have created
a custom field and labeled them 1, 2, 3, 4, which is helpful since I can
import all of my exisiting inquiries and rentals from my current management
program, and they are already classified this way. But I am wondering if
there is something better since ultimately I want to link them to a specific
property in the Accounting program.
Also - any suggestions on how to handle inquiries - am I thinking on the
right track if I label them as Opportunities?
Finally, I would like to be able to track my advertising dollars, so I am
looking for a way to create a report showing how many inquiries came from a
particular website, and how many turned into bookings. Would I use the
Source field? If I do, will I be able to link it to Source in an accounting
field? Otherwise, perhaps I could use the Accounts records for all of my
advertising sites, and then I could use the Initiated field to select the
advertiser.
Any comments or ideas?
Thanks
Carole
--
Greek Vacation Rentals, Inc
"mrtimpeterson via
OfficeKB.com" wrote:
>>I am brand new to BCM. I would like to use it to manage my vacation rental
>>properties. I am alittle lost on how to set this up. I have 4 rentals for
>>which I get inquiries, some of whom turn into renters. I am confused as to
>>whether my inquiries (prospects?) should be entered as Business Contacts or
>>Accounts.
>>Any suggestions would be appreciated.
>>Carole