Determine who you want to receive your eProposal.
Select a Recipient
When selecting a recipient, you must search for an existing client or enter a new one.
If a Sales & Catering system integration is being used (i.e., Amadeus Delphi®, Marriott's CiTy, or Hyatt® Envision), the contact will be pre-populated for you.
To enter a new client, click on Add New under the Client field.
The Add New Client window will appear. Enter your client’s contact information. Fields with an asterisk are required. Select Save. Your client’s information will now be saved for future use.
Se Edit a Client for advanced client management.
Search for an Existing Client
Click on Search under the Client field.
Enter part (at least 2 characters) or all of a first or last name or an e-mail address. Select Search.
Searching by email address tends to be the most successful as it is the unique identifier for each client. If your search provides no results, the system was unable to find a match. Try again using a different type of criteria.
Click on the client name in the search results to select the client.
You may send a copy of the eProposal to additional clients or contacts by typing the recipient’s email address in the CC field.
Use the BCC field to send your eProposal to contacts without your client or other BCC recipients seeing who else has been copied.
For both CC and BCC, separate addresses by semicolons or commas if you are sending to more than one contact.
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