•In EventPro, a "Facility" is a Company from CRM that has been marked as a "Venue" or "Hotel".
•You can create a "Facility" Company in two different ways:
oFrom CRM:
▪If you created a Company in CRM (review Add New Company (Company Edit Form)), and assigned it a Relationship Type of "Venue" and/or "Hotel", that Company will already appear under Facilities Setup.
▪You now need to edit that Company under Facilities Setup, in order to add the Facility-specific information in the specialized edit form that is only accessible in the Facilities Setup area.
oFrom Facilities Setup:
▪You can create a new Facility Company right here in the Facilities Setup area.
▪The specialized Company edit form that you work with in Facilities Setup contains the Venue Information, Hotel Information and Facility Features tabs, under which you add details such as locations, rooms, features, setup types, rates, restrictions, and more.
•If you compare the Company edit forms from Facilities Setup and CRM, you will notice the differences in the information you can edit.
oOnly the Facility Company edit form contains the Venue Information, Hotel Information and Facility Features tabs.
oIn comparison, only the CRM Company edit form contains the Communications, Tasks, Opportunities, Events, Finance and Products tabs.
•In this section of Setup, we will look at entering the Facility-related information of your Venues and Hotels.
