More Detailed Lead Information with Social Tables Propose

Not all leads are created equal. Some require a little more attention and detail than others – especially if you’re a sales manager helping a client coordinate room nights and event space availability at the same time.

That’s why we’ve expanded our RFP response tool’s manual lead creation form to allow you to add guest room information to leads. Now, it’s even easier for you to assign the correct booking type to your leads. Let’s take a look:

To generate a new lead, head to the propose tool in Social Tables and click the pink Create button in the upper right-hand corner of the screen. Then click New Lead in the dropdown menu.

With this update, you have the option to assign one of three booking types for your new lead: Event Space Only, Guest Rooms Only, and Event Space + Guest Rooms.

This new feature especially comes in handy when your lead’s room nights don’t line up exactly to their event nights. Now, you have the options you need to capture all the relevant information accurately.

From here, you can provide even more detail by assigning guest room dates and room block occupancy (choose from single, double, or suite for your VIPs). Once you’ve done that, you’ve mapped out all the logistics of your clients’ stay.

And the best part? You’re going to love how seamlessly you can roll this information into your proposals. It’s this easy: if the sales manager chooses to create a proposal, the guest room information is transferred from the lead to the proposal. The room block on the lead will appear on the pricing page, ready for the sales manager to enter in pricing.

What’s in it for properties?

It’s now easier to translate RFPs into nuanced, detailed proposals for your clients. In fact, with this new flexibility, you’re even ready to turn an informal phone call from a client into an actionable proposal. This cuts down on the time your sales managers have devote to proposal creation, and lets them focus instead on cultivating new leads and clients.

What’s in it for planners?

There are now fewer obstacles facing properties as they work to make your RFPs a reality. Not only that, but if you’re spending less time on the back and forth about room nights, you’re freed up to generate more of your own business.

Try out our new and improved propose tool today. Don’t have it? Give your Customer Success at Manager a call and we’ll set you up!