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Sales recommendations

Review a sales opportunity against fresh availability, physical units and the guest total before approving an offer. Team and offer approvals have different scopes, and a changed price or message can require a new approval.

Before you start

Viewing opportunities does not grant offer approval or sending rights. Confirm current facts and price floors before approving.

  1. Open Today > Sell or Sales opportunities and read the stay, physical units, deadline, price floor, current facts and guest draft together. Recommendations do not send themselves; checking current facts makes the proposed offer meaningful for this guest.

    Refresh the opportunity facts
    Sales recommendations
    1 / 3
    Garden studio3 nights · 2 guestsCOP 900,000
    Terrace suite3 nights · 2 guestsCOP 1,200,000
    Opportunity
    Stay, units and deadline
  2. Distinguish team approval from offer approval: above the team limit, a person allowed to approve sales offers must decide, Owners and Managers by default. A price or message edit invalidates previous approval, so the approved version must match the offer being sent. Resolve any blocked price or missing prerequisite before sending.

    Check the required approval
    Sales recommendations
    2 / 3
    Garden studio2 guests · 3 nights
    StayCOP 840,000
    Cleaning feeCOP 60,000
    Guest totalCOP 900,000
    Offer approvalCheck before proceeding
    Pending
    Changed offer
    Earlier approval invalidated
  3. A channel change needs a fresh price check. Confirm the exact units and guest total before sending, then read the recorded outcome instead of assuming a guest response.

    Recheck the channel and total
    Sales recommendations
    3 / 3
    Garden studioAlex Rivera · A-104
    3 nights
    Offer previewDraft
    SourceDirect
    PropertyGarden studio
    Garden studio2 guests · 3 nights
    StayCOP 840,000
    Cleaning feeCOP 60,000
    Guest totalCOP 900,000
    Review before sending
    Channel
    Fresh price check

Check the result

The opportunity retains the current offer, approval state and recorded outcome; the sales report reflects available history rather than assumed responses.

Limits and prerequisites

A sent offer is not an accepted or paid booking. Review source ownership before changing it.