***Group Sales Resources***

DAILY RESOURCES

Group Feedback Forms

  • Include with Thank You email to each group upon departure

GROUP BOOKING POLICIES – 2025

  • Policies and Procedures to follow

Group Sales – Phone & Email Policy

  • The purpose of this policy is to establish clear standards for phone and email communication during the standard 9:00 AM – 5:00 PM workday.

Inquiry Questions

  • Questions to ask each guests interested in a group booking

Roles Resposibilities and task Breakdown

  • Roles & Tasks

Manager Contact Sheet

  • Contacts for internal communication and technical support needs.

Call Quality Scoring Form

  • Form used to score group sales lead calls for quality and compliance
  • Group Sales Flow

DELPHI TRAINING & SOP’s

Creating a New Inquiry in Salesforce

Sertifi Delphi User Guide

Create a New Event in Booking System

Adding Menu Items to BEO

 


AGILYSYS STAY SOP’s

Setting up a Profile in Agilysys

Configuring Travel Agent Profiles

Linking Travel Agents

Entering Group Blocks in Agilysys

Creating a Group in Agilysys

Transferring Money in Agilysys Stay

Managing Group Comp Offsets

Adding Groups to ARCs

How to Add ACR Fees to a Group Rate


SPORTS RELATED RESOURCES

 

EventConnect 3rd Party

GroupHousing and Conference Direct Rooming List

Traveling Teams Rooming List

Traveling Teams – Changes and Cancellations

Workflow for Managing Sports Groups