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1. OPPORTUNITY DETAIL MEDIA OPPORTUNITY COMMUNITY PUBLICATIONS Opportunity Information Opportunity ID 6 Contact Heather Evans 5901 Warner Avenue Suite 321 Lead Name Media Opportunity Community Publications Huntington Beach CA 92649 Status Lead UNITED STATES Arrival 10 09 2012 Publication Departure 10 11 2012 Type Individual FAM Response Date 09 07 2012 Medium Magazine Notes Community Publications produces four glossy color format magazines in Southern California The piece on Monterey Peninsula travel will be printed in South County Newport Mesa Huntington Beach and Orange Magazines The feature will run in late Fall or early Winter All participating lodging dining and recreation will be showcased with accompanying color photography Media Specs Additional Fields General Focus Round up travel feature focused on the Monterey Peninsula Specific Requests Complimentary room for one split between jurisdictions Hosted meals and activities Responses Add Edit Arrival Departure Room Request Dates Responded Last Updated Comments Attachments Add Your Response 10 09 2012 10 11 2012 10 09 2012 10 11 2012 No Response Entered No When the Response page loads please select whether or not you are pursuing the request and include any comments you would like the journalist to see If you have comments for just the MCCVB contact enter those in the Bureau Only Comments field You can also upload an attachm2. Where to access Leads in the Extranet Member contacts with a security setting of Sales Lead Catcher Sales Lead Contact or Media Lead Contact have the ability to access leads through the MCCVB Member Extranet Once signed in the page may default to the Member Record section or the Leads Section depending on what other security levels the contact has access to At the top of the page select the tab on the far left titled Leads MONTEREY Monterey County Convention amp Visitors Bureau ne Member Record Occupancy Service Requests Reports Partner Bulletins ACCOUNT DETAIL MONTEREY COUNTY CONVENTION amp VISITORS BUREAU Account Information Account ID 436 Status Active Account Monterey County Convention amp Visitors Bureau Region Monterey Account sort Monterey County Convention amp Visitors Bureau Email Parent Web Site http www seemonterey com When you select the Lead tab a second row of options is displayed to access either Group Leads or Media Leads depending on your security settings Leads Member Record Occupancy Service Requests Reports Partner Bulletins Assigning and Responding to Group Leads When Group Leads is selected from the Leads menu the page will load to the Leads View list and default to any new leads These are leads where the Hotel Response Date is in the future Users can click any of the headers to sort the list or use the search by keyword field The contacts designated with the securit
3. Contact Change Contact MONTEREY Monterey County Convention amp Visitors Bureau i ASSIGN CONTACT Save Close Contacts Select A Contact Y Select A Contact Kimberly Jenkins Allyson Thommen Save f Close john van kirk Once a lead is assigned in the Extranet please inform the Sales Manager to login and access When they go to the Lead View list they will only see leads assigned to them not those assigned to other sales managers or that have yet to be assigned As previously mentioned the Lead View list will default to New leads with a Hotel Response Date in the future After this date passes a new response cannot be submitted through the Extranet If you miss the deadline and need to submit a response please email it to the MCCVB Sales Executive handling the lead Leads Member Record Occupancy Service Requests Reports Partner Bulletins ALL LEADS CURRENTLY 1 IN VIEW ra Moal ida A amp A BcCcODEF G HIIKLMNOPQRETU Y W X Y Z Other All a n l Assigned Lead Type Opportunity ID Opportunity Organization Hotel Response Date Arr Dept Dates Status Responded Create Datef Contact Meeting Sales 2243 testing Monterey County CYB Aug 29 31 2012 New No 07 09 2012 enkins ABCDEFGHIJKLMN OPQOARSTUVYV W X Y Z Other All Kel gt To submit a response click on the Opportunity ID or Opportunity Name to open the Lead Detail page Once you have reviewed all information scroll to
4. Monterey County Convention amp Visitors Bureau Inkind Expenses Inkind Expenses Received Leads Services Events Articles Web Site Coupon Hits Advertising Opportunities ee All Types Y All Groups X 02 01 2012 08 31 2012 Inkind ID IJE Group Entity Type Date Amount Service Date Added Added By 5 Expense Member Partner Monterey County Convention amp Visitors Meal 2012 02 18 00 00 00 0 500 00 Took client to 02 16 2012 Allyson Thommen Bureau dinner at MCCVB 6 Inkind Meeting Sales Monterey County CVB Admission 2012 02 27 00 00 00 0 25 00 Donated 2 02 27 2012 Allyson Thommen admission tickets to the CYB Inkind Expenses Received The In kind Expenses Received tab tracks and displays all in kinds and expenses that were received by one member from another member For example if our CEO took a member to lunch we would enter this as an expense received on the member account Inkind Expenses Leads Services Events Articles Web Site Coupon Hits Advertising Opportunities Type Account Date 7 Amount Service Service Description Created By Created Last Updated By Last Updated Expense Monterey County Convention amp 02 18 2012 500 00 Meal Took client to dinner at MCCVB Allyson Thommen 02 16 2012 Visitors Bureau Leads The Leads section displays a count of all leads sent in each user group for a specific date range Executive Plus and higher members only To see all leads sent within a different date range simply change
5. UNITED STATES Email allysonimocvh org Additional Fiekds General Lead Source Repeat Market Segmerit Profaennied Method of Communitatian Email Thndision Proonss Contract Locatan Monterey CA Atemate Dates 2 05 2012 00 06 2012 of 02 12 2012 03 13 2012 Rate Comments Meeting Boon Reguiremerts Admin Supmomental Load Opt Out Ma Start Date End Date Respambed Lawt tipadatel Cavern eats O4 0S 20L2 0409 2012 Yes Oafee a012 yes wil bid When you click to Add Edit a response a box opens up to select whether or not you are pursuing the request Enter any necessary comments and upload a proposal or other files if MONTEREY Monterey County Convention amp Visitors Bureau aaa requested Once the deadline passes the request can still be accessed but you will not be able to enter a new response through the system when this happens please email the MCCVB contact your bid details Response Information Pursuing this bead Yad No Comments yies will bid ee fureau Only Comments File Attachments Reports The Reports section of the Member Extranet is still being developed This section currently contains the Convention Calendar which lists upcoming groups staying in Monterey County that booked through the MCCVB and the Article By Partner report listing articles generated for member hosted media visits Additional reports are being established and may include a Pace Report Compression Report or Productivity R
6. VISTTORS BUREAU Account Information Account ID 436 Status Active Account Monterey County Convention amp Visitors Bureau Region Monterey Account sort Monterey County Convention amp Visitors Bureau Email Parent Web Site http www seemonterey com Formerly Partner Bulletins The Partner Bulletins section of the Member Extranet is a dashboard where we will post important messages for members to access These messages may pertain to many facets of your MCCVB Membership benefits and have been broken out into multiple categories Please review this section from time to time to keep up to date on the MCCVB When the Partner Bulletins pages loads it will default to the most recent messages Any that are highlighted in blue are coded as the most important for members to review Members can select the specific category of bulletins they wish to view as well as search for previously posted bulletins using the options on the left side of the page Leads Member Record Occupancy Service Requests Reports Partner Bulletins Partner Bulletins Search Messages Recent Messages All Categories P Coupons and Special Offers Traini Enter Search Keyword This new feature will allow visitors to eals and specia ted by members and download coupons to be redeemed at your business These coupons will be featured z eeMonterey com special offers If your business is currently offering any specials or promotions please MCCYB Extranet Manual C
7. al cane emer corireents ung gout bid res do fearon a 4 dartial the MOCVR tHhete o ener with the d 2j Bureau Only Comments j Thesa comments vii not be seen by the dient they will ordy be teen by the ctaff of Monterey R AGOA amp View Aure au Zi Rate Range O to 0 t the rete rage your pety con offer If pou do not singa plesse ariar a rate in the first box The Room Information section is where partners can enter the total amount of rooms they can offer per night Inventory can also be split based on the room type if the client needs a mixture of rooms The File Attachments section is where you can upload your full proposal if the MCCVB is collecting responses for the client Silene anter the numbar of eocene per night pour propary can eocommodmte J iha dient nequerted a pace amount of certain rom typa plasare enter eccording y binge vr doublar Wednesday Thursday Fridey Saturday Sunday Monday Tucedey onszoszO1z o8 30 2012 ary ROLE o9so8 SPO ETE E EIDET oabi seo Any 0 a Siaga J a Dowhles i a Muhaple g Dinge n a Subtes T a Tatal o 1 i Requested 10 10 Gi ti File Atlachrmerits File Attarhments Hone add View Remove How to View Pending Leads Once the Hotel Response Date has passed a lead will automatically move to the Pending section regardless if a response has been submitted Members can still view lead details when in Pending status but they are not able to respond to
8. managed by MCCVB Please review the instructions for each section in this manual to learn how to update your content Contacts Listings Web Amenities Benefits Summary Social Media Contacts The Contacts section is where the Primary user can add their team members to the system They have access to Add new Edit and Deactivate existing contacts Deleting contacts and setting Security Access for users must be handled by the MCCVB To add new contacts click the blue Add New Contact button on the right side Contacts Listings Web Amenities Benefits Summary Social Media Add New Contact ae LEKE Action Contact ID Contact Name Title Email Phone Type 2 amp 550 Kimberly Jenkins Systems Administrator kimberly mccvb org Primary P 2282 john van kirk johndavid mcecvb org 831 657 6400 Primary P 2087 Allyson Thommen alyson mccyb org 831 657 6404 Secondary M J gt When the page loads type in the First and Last names then hit the Tab Key the Full Name field will auto populate Please enter the remaining desired contact information for the user all fields in red font are required Please also make sure the Send box is checked so the user can receive emails from the system Contact Information First Last Name Account Monterey County Conventidg Full Name Contact Type None ha Title Department oR Send Preferred Method None gt Email Assistant Ast
9. Extranet Once signed in the page should default to the Member Record section Scroll towards the bottom of the page under the Additional Fields section until you see a series of tabs on the left side then select the tab titled Listings Contacts Listings web Amenities Benefits Summary Social Media How to Submit a Listing for Approval When the Listings section loads click the blue button that says Add New Listing on the right side of the page A window will open for you to enter the Listing Information in which all required fields are in red gponacenancnssnencmnsanesnasaete M p Egri Action Listing ID Type Category SubCategory Rank Listing E 2337 Official Monterey County Travel Guide Visitor Services Nonprofit Associations Standard B Z 2338 SeeMonterey com Visitor Services Nonprofit Associations Standard E Z 2650 SeeMonterey com Conference and Wedding Services Event Meeting Planners Standard In the Type field select SeeMonterey com then select the Category and Sub category you wish to be listed under Enter your business description in the Listing box link to the Account Address and associate a Contact to manage the listing LISTING NEW LISTING FOR MONTEREY COUNTY CONVENTION amp VISITORS BUREAU Type Choose One Company Monterey County Cor Contact None Category Please choose Type first v Address Type Custom Address v SubCategory Please choose Category first v Listing In th
10. Phone Children Birthdate Month x Day Gender Male Female Spouse Phone Fax Numbers Primary 831 657 6400 ext Alternate ext Cell Fax 831 648 5373 ext F Send When completing the Phone Fax fields you only need to add the numbers once you click the Tab key or in a new field they will automatically format with and If the number has an extension please use the Ext field instead of adding in the main number field Once complete click the Save button MONTEREY Monterey County Convention amp Visitors Bureau In the Address Information fields you can select to use the main account addresses in the Use drop down fields If the Contact address is different select the option for Custom Address and enter the details Address Information Physical Billing Shipping Use Account Physical z Use Account Billing zl Use Account Shipping z Address 765 Wave Street Address 765 Wave Street Address 765 Wave Street Line 2 Line 2 Line 2 Line 3 Line 3 Line 3 City Monterey City Monterey City Monterey State Province cA State Province CA State Province cA Zip Postal Code 93940 Zip Postal Code 93940 Zip Postal Code 93940 County UNITED STATES County UNITED STATES County UNITED STATES eave eaneet To Edit or Deactivate an existing Contact click on the Pencil icon next to their name or click the Name and when the page loads click the Edit button Contacts Listings Web Amenities Benefits Summar
11. any amenity in the system These records are the responsibility of the member to maintain and update content as needed through the Member Extranet Where to Update Amenities Member contacts with a security setting of Update Member Records have the ability to enter edit Amenities through the MCCVB Member Extranet Once signed in the page should default to the Member Record section Scroll towards the bottom of the page under the Additional Fields section until you see a series of tabs on the left side Select the tab titled Amenities to access the fields to update Contacts Listings wed amenities Benefits Summary Social Media How to Update Amenities When a user clicks on the Amenities tab a series of sub sections are displayed for the different amenity categories of Activities Dining and Nightlife Lodging Golf General Conference Group Services and Meeting Facilities All members should update the General amenities section and then each additional sub section that pertains to their business Contacts Listings Web Amenities Benefits Summary Social Media AMENITIES FOR ACTIVITIES A Edit Amenities Seasonal No Age Range Private Group Tours No Rates amp Ticket Prices Once you select the appropriate sub section click the blue button titled Edit Amenities Most fields are Yes or No answers and only those with a value of Yes will be displayed on your listing detail page as a bulleted list Meeting Space information wi
12. for Monterey County Convention amp Visitors Bureau Group Meeting Sales From 02 01 2012 06 30 2013 Laboratory Total Number of Leads 4 Total Requested Room Nights 419 Services The Services section displays a count of all service requests and partner referrals sent in each user group for a specific date range To see all service requests sent within a different date range simply change the date range and click Refresh You can also view detailed information of the service requests sent by clicking one of the three available links for each user group which are Number of Service Requests Sent Number of Service Requests Won and Number of Partner Referrals Contacts Listings Web Amenities Benefits Summary FFER Inkind Expenses Inkind Expenses Received Leads Events Articles Web Site Coupon Hits Advertising Opportunities Date Range 97 01 2012 to 06 30 2013 Refresh Click on any section in first column to see a detailed report Meeting Sales Number of Service Requests Sent 0 Number of Service Requests Won 0 Number of Partner Referrals 0 Tour Travel Number of Service Requests Sent 0 Number of Service Requests Won 0 Number of Partner Referrals 0 Consumer Number of Partner Referrals 0 Media f PR Number of Service Requests Sent Number of Service Requests Won Number of Partner Referrals Member Partner Number of Partner Referrals 0 Events Each time a contact associated to your business is adde
13. the Responses section at the bottom of the page There should be an option to enter a response for the Preferred Date and any Alternate Dates the client is inquiring about If you cannot offer any of the dates you can respond on just the Preferred Dates and state that none are available Responses Add Edit Arrival Departure Room Request Dates Responded Last Updated Comments Attachments add Your Response 08 29 2012 08 31 2012 Primary 08 29 2012 08 30 2012 No Response Entered No add Your Response 09 05 2012 09 06 2012 09 05 2012 09 05 2012 No Response Entered No add Your Response 09 12 2012 09 13 2012 09 12 2012 09 12 2012 No Response Entered No When the Response page loads please complete all required fields denoted by red font in the Field Name If you are unable to bid please select No in the Pursuing this Lead field and enter the reason why in the Comments field If you will be bidding on a lead please select Yes on the Pursuing this Lead field Any information in the required Comments box may potentially be shared with the client if the MCCVB is collecting responses If there is information you would like the MCCVB to have but not the client please enter in the Bureau Only Comments field Partners can also include the base rate or rate range they can offer the client on the Response form MONTEREY Monterey County Convention amp Visitors Bureau Response Information Pursuing this lead es No Comments
14. the date range and click Refresh While viewing lead totals you can click on any link in the first column to view detailed lead information For example clicking Total Number of Leads Sent in the Meeting Sales section will display a printable view of detailed lead information for all Meeting Sales leads sent to your property If you would like to see only the number of leads sent that were lost to another property you would click the Number of Leads Lost to Another Property link Contacts Listings Web Amenities Benefits Summary Social Media Inkind Expenses Inkind Expenses Received Services Events Articles Web Site Coupon Hits Advertising Opportunities Date Range 92 01 2012 to 06 30 2013 Refresh Click on any section in first column to see a detailed report Meeting Sales Total Number of Leads Sent 25 00 0 00 0 00 50 00 25 00 0 00 Number of Leads Pending Number of Assists Number of Leads Won Number of Leads Lost to Another City Number of Leads Lost to Another Property or N O O bh Number of Leads Won but Cancelled Tour Travel Total Number of Leads Sent Number of Leads Pending Number of Assists Number of Leads Won Number of Leads Lost to Another City Number of Leads Lost to Another Property Number of Leads Won but Cancelled oo og eo 8 28 amp Media PR Total Number of Leads Sent 2 Number of Leads Pending 2 100 00 Qnty hata aoe Jh E Fa ee ala Print this Page Close Window Leads Sent
15. thrus to member foursquare page from the listing for month selected This listing has been viewed X times since X date Displays the total number of listing views from the date the listing was created MONTEREY Monierey County Convention amp Visitors Bureau ei el Contacts Listings Web Amenities Benefits Summary Social Media Inkind Expenses Inkind Expenses Received Leads Services Events Articles Coupon Hits Advertising Opportunities Month December gt Year 2012 gt Monterey County Convention amp Visitors Bureau SeeMonterey com Visitor Services Nonprofit Associations Listing Views Listing Click thrus Twitter Click thrus Facebook Click thrus YouTube Click thrus Flickr Click thrus FourSquare Click thrus This listing has been viewed 78 times since February 1 2012 Coupon Hits If you loaded a Coupon for your business you can view the number of times a consumer has viewed it for a specific date range Simply select a month and year for each date range option and click Refresh to see the coupon hits Inkind Expenses Inkind Expenses Received Leads Services Events Articles Web Site Advertising Opportunities Month March Year 2011 Coupon Title Hits Sunsational Getaway 17 Advertising Opportunities This section allows the MCCVB to track advertisements that your business has participated in and will help you track ad spending Each advertisement that your business purchases or is given in trade wi
16. to add to the Selected box Coupon Categories Available Selected Golf Q Activities Meetings Planner Offers Food and Wine Hotels Local Events Flash Your Badge Shopping Offers Q Flash Your Badge Dining Offers Oo Flash Your Badge Activity Offers If you have setup multiple listing categories you can select which ones your coupon should be displayed on under the Add To Listing s section Please Note you have to select at least one listing for the coupon to display on the Special Offers page Once your information is complete click Save to submit the offer for approval Add To Listing s Monterey County Convention amp Visitors Bureau SeeMonterey com Visitor Services Visitor Centers Monterey County Convention amp Visitors Bureau SeeMonterey com Meeting Services Event Meeting Planners Colored fields are required Save amp New Coupon Close MONTEREY Monierey County Convention amp Visitors Bureau i eeiatioe When will my Coupon appear on www SeeMonterey com Once a Coupon is submitted the MCCVB is alerted and will review and approve the offer MCCVB staff will inform you of the approval or denial status of your coupon submission Please allow for one to two business days for review and approval When approved your coupon will be shown on the specials page of www SeeMonterey com special offers What is Media The Media module is for members to upload logos images YouTube V
17. MONTEREY Monterey County Convention amp Visitors Bureau Te aS MCCVB Extranet Training Manual Introduction to the Extranet When you become an Empowered or TID member of the Monterey County Convention and Visitors Bureau your primary contact will be setup with access to all sections of the Member Extranet The main focus of this online system is for members to manage their listing information for www SeeMonterey com review and respond to Meeting Sales Leads Service Requests and Media PR Leads Members can also submit Special Offers for visitors to access access Reports and the Convention Calendar This manual includes information on each section of the Extranet and how you can maintain your business information to capitalize on membership benefits The Member Extranet can be accessed from various locations in the Members portion of www SeeMonterey com from the main Members page the Member Toolkit section and the left side navigation of all member site pages It can also be accessed directly at http www seemonterey com members tools login MEMBERS JOIN THE CVB ADVERTISING OPPORTUNITIES MEMBERSHIP CALENDAR MERMIRED A A LIER MEMBER TOOLKIT MCCVB TEAM BOARD OF DIRECTORS amp COMMITTEES SUBMIT AN EVENT ranet In A l Login to the Member Extranet to Lai update your website listings and Cannery Row Monterey submit special offers MEMBERS A Pr E See the latest opportunities for group sales and marketin
18. Social Media Inkind Expenses Inkind Expenses Received Leads Services Events Web Site Coupon Hits Advertising Opportunities Filter 02 01 2012 6 06 30 2013 oO Page 1 of 1 Article Date Headline Journa list Medium Circulation Yalue Publication 02 28 2012 3 12 MCCVB Visitor eNews 20000 05 10 2012 Y Tasting Our Way Through Monterey Frost Marcia Web GirlsGetaway com Website Listing views and click thrus for SeeMonterey com are tracked and then stored in the Web Site section Listing views are tracked by month select a new month and year and then click Refresh to see the listing views updated Grouped by listing the summary information displayed includes the following counts for your business listing Listing Views Displays the count of listing views for the month selected Listing Click thrus Displays the total number of click thrus to member website from the listing for month selected Twitter Click thrus Displays the total number of click thrus to member Twitter account from the listing for month selected Facebook Click thrus Displays the total number of click thrus to member Facebook page from the listing for month selected YouTube Click thrus Displays the total number of click thrus to member YouTube page from the listing for month selected Flickr Click thrus Displays the total number of click thrus to member Flickr account from the listing for month selected Foursquare Click thrus Displays the total number of click
19. Status New 4 amp 4 DER FASA MERS KESSI TE MOET CERC MET CRS KEM NOP QRS TU Pending Closed Won Closed Lost Closed TBD ID Opportunity Organization Hotel Re When the Lost list loads click on the name of the opportunity to view details of where the group booked If the group booked in Monterey County the Selected Partners field will display the name of the property If the group did not book here the Lost Business Code and Lost Comments fields will display why Monterey County was not chosen and what destination was if known MONTEREY Monterey County Convention amp Visitors Bureau O OPPORTUNITY DETAIL CLOSED LOST SIMPLEVIEW TEST Opportunity Information Opportunity ID 2041 Meeting Name Simpleview Test Profile Account Monterey County CYB 3rd Party Meeting Planner Contact Kimberly Jenkins 3rd Party Meeting Planner Contact 765 Wave Street Monterey CA 93940 UNITED STATES 831 657 6421 kimberly mcecvb org Type Source Code EEI Type Default Market Segment None Decision Making Process Meeting Pattern Status Closed Lost Attendees 100 Decision Date 03 27 2013 Site Inspection No Hotel Response Due 03 23 2013 Confidential No Repeat Business No Sales Manager Test User crm simpleviewinc com 123 123 1234 Meeting Requirements test Schedule of Events Action Requested Comments Competitive Sites Lost Business Code Canceled meeting Lost Comments test only Sent To P
20. Theater Reception ie Capen MONTEREY Monterey County Convention amp Visitors Bureau Social Media The Social Media section allows members to add links to their pages on Facebook Twitter YouTube Pinterest Flickr and Foursquare Icons for each will be displayed on the member listing as well as any YouTube videos loaded in the Web Media section Contacts Listings Web Amenities Benefits Summari Social Media for Member Partner Facebook URL http www facebook com SeeMonterey Flickr URL http www flickr com groups seemonterey Foursquare URL Pinterest URL Twitter Username SeeMonterey YouTube URL http www youtube com SeeMonterey NT aa Monterey County Convention amp Visitors Bureau P back to listings r65 Wave Street Monterey CA 93340 Phone 831 657 6400 Fax 831 640 5373 Visit Website COge If you have multiple listings and different social media links for each you can enter them on the listing level Instead of clicking the Pencil icon to edit and existing listing click on the Type or Listing ID number Add New Listing Action Listing ID Type Category SubCategory Rank Listing B J 2337 Official Monterey County Travel Guide Visitor Services Nonprofit Associations Standard official travel guide E OQ 2338 SeeMonterey com Visitor Services Nonprofit Associations Standard see monterey non profit E 2 2650 SeeMonterey com Conference and Wedding Services Event Meeting Planner
21. artners Monterey County Convention amp Visitors Bureau Simp Show More Selected Partners test Assigning and Responding to Media Leads When Media Leads is selected from the Leads menu the page will load to the Leads View list and default to any new leads These are leads where the Response Due Date is in the future Users can click any of the headers to sort the list or use the search by keyword field Unlike like Group Leads there is no Sales Manager assignment process in Media Leads To view a lead click on the Opportunity ID or Opportunity Name to open the Lead Detail page ALL MEDIA LEADS CURRENTLY 1 IN VIEW Darth By Keyword ABCDEF GH IJK LM Nig POO ees Opportunity I Opportunity Contact Responce Don tate Ag Depil Dotes Status Responded Crante Date 5 Media Opmartunify Corr ubeaAbers Feather Evans Dwor 2012 Om GS 11 2012 Lead Ne 08 30 20 1 Once you have reviewed all information scroll to the Responses section at the bottom of the page There is link called Add your Response to create new and Edit your Response if one was already submitted After the Response Due Date passes the lead can be accessed by changing the filter on the Lead List View to Pending or Any Status but a new response cannot be submitted through the Extranet If you miss the deadline and need to submit a response please email it to the MCCVB contact handling the lead MONTEREY Monterey County Convention amp Visitors Bureau
22. d as an attendee for an MCCVB event the event attendance and non attendance is recorded in the Events section of the Benefits Summary tab A summary of event information is presented including event name location start and end date type number of attendees invited and the number of invited attendees who accepted the invitation The events displayed are filtered by date range You can change the date range by simply entering the new dates in the date fields near the top and the grid will automatically refresh noia era ae Contacts Listings Web Amenities Benefits Summary Social Media Inkind Expenses Inkind Expenses Received Leads Services Articles Web Site Coupon Hits Advertising Opportunities Filter 02 01 2012 Mo 06 30 2013 Page 1 of 1 oO Event Name Location Event Start Date Event End Date Event Type of Attendees Attended MCCVB Annual Luncheon 06 20 2012 06 20 2012 Member Event 1 0 Articles The Articles section displays articles generated by our Media PR team that mention your business The grid displays summary information including the article date headline and journalist as well as the medium circulation value and publication If available a link to the article will also be included A date range filter is available within the grid You can change the date range by simply entering the new dates in the date fields near the top and the grid will automatically refresh Contacts Listings Web Amenities Benefits Summary
23. d mark the Booking Confirmed field as Yes This will prompt the MCCVB to send the email to submit booking details Members can also opt to email the MCCVB sales executive with booking details Room Information Pia bfa enter tha number of roome par night your property can accommodate If the diant requerted tpfi amount of s cartain room type pl ata anter accordingly kings ve doubler Wednesday Thursday Friday Saturday Sunday Monday Tuesday 08 29 2017 08 30 2012 nas3if2012 09 01 2012 09 02 2012 09 03 2012 09 04 2012 Any 0 n Singles Doubles Multiple o coc Oo cfc 8 o co co Suites Total n n n D n n n Requested 10 in n n n n n File Attachments File Attachments None raa view renove Additional Inlormation General Booking Confirmed C yes No How to View Closed Leads Once a group contracts with an area hotel and the lead details have been confirmed the lead is closed out Our team will send out a notification email to the assigned contact stating where the lead booked If your property was selected choose the option for Closed Won on the filter in the lead view list This will bring up all leads booked at your property through the MCCVB If your property was not selected choose the Closed Lost option Leads Member Record Occupancy Service Requests Reports Partner Bulletins GROUP LEADS ALL LEADS CURRENTLY 0 IN VIEW Closed TBD f All Groups J 1 All Responses Search By Keyword Any
24. e Listing Details section you can overwrite any of the Account Information to be displayed Simply check the box next to the item you would like to update and enter the new value in the field that opens in the right hand column MONTEREY Monterey County Convention amp Visitors Bureau Listing Details Field Overwrite Account Value Overwrite with Company Pa Lake El Estero Visitors Center Company sort Address Line 1 e 401 Camino El Estero Address Line 2 Address Line 3 City State Zip Country Email Web Site Primary Phone Alternate Phone Fax Toll Free You can also set up an email notification for when your listing receives a given number of views from www SeeMonterey com Simply enter the preferred email address and set the interval then click Save Website Notifications Email to Notify You can add multiple email addresses by separating them by semi colons Example joe msn com fred aol com Interval Never Every 250 Hits Every 500 Hits C Every O0 Hits Colored fields are required When will my listing appear on www SeeMonterey com Once a Listing is submitted the MCCVB is alerted to review and approve the record MCCVB staff will inform you of the Approval or Denial status of your Listing submission once reviewed Please allow for one to two business days for review and approval When approved your listing will be shown on the directory pages for the categories select
25. ed Web The Web section is where members can enter Coupons and Special Offers for visitors to access as well as upload logos images and YouTube videos to the Media section to be displayed on the member business listing on www SeeMonterey com MONTEREY h a i e Py nF a oe a oo r a Monterey County Convention D i g H we a r B i amp Visitors Bureau e i What are Coupons The Coupons module is for members to enter information for deals and special offers they would like to advertise on www SeeMonterey com for visitors meeting planners or meeting attendees The offers will be posted to the partner listing detail page the main Special Offers page and potentially pages dedicated to the specific offer category In addition to being posted on the website visitors also have the capability to download and print the coupons to use at member businesses Where to Submit a Coupon Member contacts with a security setting of Update Member Records have the ability to enter coupons through the MCCVB Member Extranet Once signed in the page should default to the Member Record section Scroll towards the bottom of the page under the Additional Fields section until you see a series of tabs on the left side Select the tab titled Web and the sub section for Coupons Contacts Listinodf web hmenities Benefits Summary Social Media Coupons Media How to Submit for Approval When the Coupon section loads click the blue button that say
26. ent if requested Response Information Pursuing this lead Yes No Comments EJ Z Bureau Only Comments E These comments will not be seen by the client they will only be seen by the staff of Monterey County Convention amp Visitors Bureau oH File Attachments File Attachments None Peat ver Save Return to Lead Viewing Closed Leads Once a press trip has been finalized the MCCVB will inform members of their selection after the Response Due Date We will also associate the request to the businesses that were selected in the system At this time the lead will either move to the Closed Won or Closed Lost section depending on if your business was selected To view simply change the filter to the desired selection and all leads of that type will be displayed MONTEREY Monterey County Convention amp Visitors Bureau Leads Member Record Occupancy Service Requests Reports Partner Bulletins ALL MEDIA LEADS CURRENTLY O IN VIEW Closed Won Search By Keyword Any Steatus A BCD FE F G HTIdIKLwH WN O P QD RS TU YY OW Closed Lost Contact Closed TBC Closed wW on Service Requests The Service Requests section is similar to the Leads section and will display leads sent to your business that do not contain sleeping rooms The majority of these requests will be for offsite meeting space group dining venues and transportation or team building options When the section
27. eport Only users set with security access to View Reports will have access to this section Monterey County CVB Extranet Leads Member Record Occupancy Service Requests Partner Bulletins REPORTS Leads CONVENTION CALENDAR Definite Opportunities refined by arrival date for member use Accounts ARTICLES BY PARTNER Article list broken down by Partner refineable by Partner
28. ff meeting space and guest rooms MEDIA NEW MEDIA FOR MONTEREY COUNTY CONVENTION amp VISITORS BUREAU Save amp New Media Colored fields are required Media Information Type IPIX Title Upload IPIX Browse The screen for uploading a YouTube video is slightly different Instead of browsing your computer for the file to upload you will need to insert the link to the video on a YouTube account As with images please select which listing you would like to add the video to if you have multiple category options If none are selected the video will not display on any of your listings on Seemonterey com MONTEREY p a i L E AA oe ke oe 1 E NEIG a r m a se h Fh Fs Monterey VOUNTY TOnvenTion P a D if 2 D i mr Uieil TA Fe PRiiirg g a YISITOTS DUreadu ee i a m es MEDIA NEW MEDIA FOR MONTEREY COUNTY CONVENTION amp VISITORS BUREAU Save amp New Media Colored fields are required Media Information Type YouTube Title YouTube Link Add To Listing s E Monterey County Convention amp Visitors Bureau SeeMonterey com Visitor Services Nonprofit Associations E Monterey County Convention amp Visitors Bureau SeeMonterey com Conference and Wedding Services Event Meeting Planners E Monterey County Convention amp Visitors Bureau SeeMonterey com Visitor Services Concierge Services Colored fields are required When will Media appear on my listing on www SeeM
29. g partnering and co operative advertising MONTEREY SPOTLIGHT Small Boutique Inn Nestled in Beautiful Carmel meeting notices agendas and minutes news and programs and event calendars From here you may also update your business information on SeeMonterey com Take a Safari in Monterey Members Only Portal at Vision Quest O Login to the Member Extranet to update your web listings access group sales The Beautiful amp Affordable l Monterey Surf Inn and services leads and access member only reports like the convention calendar Login Now pseemonterey com p 800 555 6290 831 657 6400 SeeMonterey com f 831 648 5373 Big Sur Carmel by the Sea Carmel Valley Del Rey Oaks Marina Monterey 8 Munras Ave Suite 110 Moss Landing Pacific Grove Pebble Beach Salinas Salinas Valley Sand City Seaside Monterey CA 93940 MONTEREY Monterey County Convention amp Visitors Bureau Table of Contents How to Access Extranet What to do After First Login System Requirements and Troubleshooting Member Record Content Managed by MCCVB Account Detail and Benefits Summary Content Managed by Members Contacts Listings Web Amenities Social Media Partner Bulletins What are Partner Bulletins Bulletin Categories Leads What are Group and Media Leads How to Access Assign Respond to and Confirm Leads Service Requests What are Service Requests How to Access Assign Respond to and Confirm Se
30. id Marzetti Membership Manager at 831 657 6418 or David seemonterey com Under Additional Fields the TID partner Yes No classifies whether a not the member is part of a lodging facility that participates in the Tourism Improvement District and does not have membership dues The Jurisdiction field classifies the funding entity the member belongs to whether it be the physical city or unincorporated parts of the county Leads Occupancy Service Requests Reports Partner Bulletins ACCOUNT DETAIL MONTEREY COUNTY CONVENTION amp VISITORS BUREAU Account Information Account ID 436 Status Active Account Monterey County Convention amp Visitors Bureau Region Monterey Account sort Monterey County Convention amp Visitors Bureau Email Parent Web Site http www seemonterey com Formerly Phone Fax Numbers 6 Primary 831 657 6400 Alternate Toll Free 800 555 6290 Fax 831 648 5373 Address Information a Physical Address Billing Address Shipping Address 787 Munras Ave PO Box 1770 PO Box 1770 Ste 110 Monterey CA 93942 Monterey CA 93942 Monterey CA 93940 UNITED STATES UNITED STATES Additional Fields General TID Partner No Jurisdiction Monterey When a user scrolls to the bottom of the Member Record page they will see a series of tabs on the left side These are the sections members have access to edit with the exception of MONTEREY Monterey County Convention amp Visitors Bureau the Benefits Summary
31. ideos and IPIX files they would like to show on their business listing for visitors to access Where to Upload Media Files Member contacts with a security setting of Update Member Records have the ability to upload Media through the MCCVB Member Extranet Once signed in the page should default to the Member Record section Scroll towards the bottom of the page under the Additional Fields section until you see a series of tabs on the left side Select the tab titled Web and the sub section for Media Contacts Listing Amenities Benefits Summary Social Media Coupons How to Submit a Media File When the Media page loads click the blue button on the right side for the media file type you would like to upload Contacts Listings Web Amenities Benefits Summary Social Media Coupons Media Action Type Title gt Filename Created By Created Last Updated By Last Updated Sort Order For a New Logo Image select the type enter a title and browse your computer to upload the file The standard file sizes are 200x150 for the thumbnail image and 640x480 on the listing detail page Media Information Type Logo Title Sort Order 6 v Upload Logo Browse E Media Description MONTEREY Monterey County Convention amp Visitors Bureau If you have multiple listings you can select which specific ones the image will be displayed on by checking the box next to the name in the Add To Listings section If you only want
32. ll appear in the Advertising Opportunities sub tab within the Benefits Summary tab The grid includes the promotion or ad name the amount cash amount or trade amount and the ad category Contacts Listings Web Amenities Benefits Summary Social Media Inkind Expenses Inkind Expenses Received Leads Services Events Articles Web Site Coupon Hits Advertising Opportunities Promotion Amount Ad Category Cash Amount Trade Amount AAA Via Email 0 01 0 01 0 00 Extranet Parent and Child Accounts If you have multiple businesses that are members of the MCCVB you can setup an Extranet Parent account to access all records for each business under one login When you login under the parent account there is a drop down on the top right of the page which displays who is logged in and to what account Select which Child Account you wish to access and the page will load with the details for that business All other Extranet sections are accessed the same as on the Parent Account To request this feature please contact Kimberly seemonterey com So te o tS o iy we MONTEREY Monterey County Convention amp Visitors Bureau errr O Monte rey Cou nty CVB Welcome Kimberly Jenkins Logged i to Monterey County Convention amp Visitors Bureau zi Monterey County Convention amp Visitors Bureau Leads Member Record Occupancy Service Requests Reports Partner Bulletins test Test CVB ACCOUNT DETAIL MONTEREY COUNTY CONVENTION amp
33. ll be displayed in grid format and will have its own section on the detail page After updating the appropriate fields please make sure you hit Save instead of Close so the changes are made MONTEREY Monterey County Convention amp Visitors Bureau p a AMENITIES UPDATE AMENITIES Save Close Colored fields are required Hours of Operation EHSMENE HSiM amidi Meeting Space On site C Yes No Miles from Monterey Airport Motorcoach Parking on site C Yes No Miles to Convention Center Ocean View Yes No ADA compliant Yes No Packages Available Yes No When will my Amenities appear on my listing on www SeeMonterey com Once Amenity fields are updated in the Extranet they are automatically added to your business listing detail page on www SeeMonterey com You will see a tab next to Details for Amenities and a separate one for amenities related specifically to Meetings Monterey Conference Center Eue o back to listings i Portola Plaza Monterey CA 93940 Phone 8s13646 27 70 ae a Fax 891 646 9777 y E Visit Website Send Email k F z MONTEREY CONFERENCE CENTER DETAILS EVENTS Monterey Conference Center Meeting Facility of Rooms 12 Total sqft 33 000 Largest Room 1300 Theatre Capacity 2 400 Classroom Capacity i300 Permanent Stage 4 Outdoor Event space Available Meeting Facility Rooms Chet room Banquet onni N n Dimensions Ceiling Sq Ft
34. loads users will see the Service Request list view that is set up comparable to the Leads list view screen Unlike the Leads screen it will default to requests of any status instead of just new requests Request Type Request io Service Request Contact Lead Type Deadline Status Responded Meeting Salas 292 Test Oia Allyson Thommen Test Lead Offsibe Venue Transportation 03 31 2012 Pending Yas Meeting Sales Z2 Taan and Tr IED Jerry Diar Haw Business 02 27 2009 Closed lost Na ADE BEREFGHT IE LHR OP PAR ET Oe YE Oler AM When you click on the name of the request the detail view page loads This page contains the specifics of the request the client contact and a section for you to add a new response or edit an existing response SERVICE REQUEST DETAIL TEST LEAD OFFSITE Request Information Requesk ID 292 deodunt Monterey County CWE Request Troe OMsibe Venue k Transportation Lege Test Lead Bequest Status Pending Ringquost Mame Test Lad Offsite Arindnds 15 Date s 04 09 2013 Dana ni Budget 50 Time s 01000 PM 02 00 PM Location Daadine 00 31 2012 Desertor Hotes Looking bor an offsite dinner venue for 15 people Sho More Adcuond Qooumentation Sales Manager Kimberly Jenkins Samiin Manager Contact Trtortiationrs Contact Allyson Thommen ddress POS Wave Street Tite Marketing Coordinator City Monterey Comaany Manteney County CVE Stato CA Phone A21 657i fe giai Fax 091 640 5379 Country
35. o the menu on your browser and selecting the About option If you do experience system issues and upgrading your browser will not work please try clearing your history and cached pages You may also need to have your IT department adjust other security settings or update java settings If you need assistance please contact a member of the MCCVB team MONTEREY Monterey County Convention amp Visitors Bureau J O Member Record The Member Record section of the Extranet is where members can update content pertaining to their business listing on www SeeMonterey com Sections within the Member Record that members can edit are Contacts Listings Web Media and Coupons Social Media Amenities and Meeting Space information It is the responsibility of the member to be certain their content is up to date in these sections and edit as needed Only member contacts with the Update Member Record security setting are able to access the Member Record Sections the MCCVB manages are the basic Account Details and the Benefits Summary Account Detail The Account Detail section of the Member Record is the basic member information submitted when signing up as a member with the MCCVB Data in the top three sections will be displayed on your member listing detail page on the MCCVB website and the Additional Fields section is for internal tracking purposes The Account Detail section can only be edited by MCCVB staff if changes are needed please contact Dav
36. oices This will be the person who should receive and respond to all invoices from the MCCVB If the Update Member Record level is set to Yes a user s access to specific sections can be restricted in the Member Record Access options e Member Record Contact Access Will allow user to add new contacts and edit existing contacts e Member Record Listing Access Will allow user to update Listing descriptions e Member Record Coupon Access Will allow user to submit Special Offers e Member Record Media Access Will allow user to upload images and YouTube videos e Member Record Amenity Access Will allow user to edit Amenities displayed on the account e Member Record Benefits Summary Access Will allow user to view website hits lead reports and additional info Listings Listings are the member records that are displayed on www SeeMonterey com with detailed information on your business You are able to create up to five listings for the different business categories you identify with These records are the responsibility of the member to maintain and update content as needed through the Member Extranet To enhance your business listing please review the Coupons Media Amenities and Social Media sections of the user manual MONTEREY Monterey County Convention amp Visitors Bureau Where to Submit a Listing Member contacts with a security setting of Update Member Records have the ability to enter listings through the MCCVB Member
37. onterey com Once Media files are uploaded in the Extranet they are automatically added to your business listing detail page on www SeeMonterey com The files are displayed on the top right of the detail page and there is a feature to scroll through the library If a YouTube video is linked under the Media section a tab titled YOUTUBE will be displayed on the listing detail When the tab is clicked a section loads for the videos to be viewed within the listing Once a video finishes playing the start screen will be redisplayed and the visitor can select to play again No additional videos will be loaded from YouTube within the player only those uploaded by the member eo O me ee E a E Monterey County Convention amp Visitors Bureau back to listings 765 Wave Street Monterey CA 93940 Phone 831 657 4400 Fax 531 640 5373 Visit Website DETAILS AMENITIES YOUTUBE Y n 4 zi ral ee eee E eeu E Jh ewe eee a p ao oe eo oe ae at IiE T q eek i fi ff VvIGnIcCrey Ouni ae RR j amp vs g F ae tle a p Caer A 3 Hel 2 Amenities The Amenities module is for members to enter information pertaining to the features of their facility products and services offered as well as general information on their business Data input in the amenities section will be displayed on the member listing detail page on www SeeMonterey com Visitors to the website can search and filter listing results based on
38. oupons pdf Message Categories Extranet Training Manuals 2 Group Sales Bulletins 2 Membership Bulletins 2 P Changes to Sales Lead Catcher and Sales Lead Contact assignment Read 07 26 2022 07 11 2012 4 new security level called Sales Lead Catcher was activated on Friday July 13 This level denotes the member contacts that should receive email notifications of new sales leads and assign them to individual Sales Managers Contacts that previously received the lead notifications were automatically setup with this access more gt gt MCC B Extranet Manual Group Sales Leads pdf Group Sales 2012 13 Tradeshow Calendar amp Signup Form Not Read 02 21 2012 Sign up to participate with the Monterey County CYB at upcoming Industry Tradeshows and Client Events Download the Calendar and Agreement from and submit to via fax to Stephanie Calica Sales Coordinator at 831 648 5373 or email at Stephanie mccvb org more gt gt 2012 2013 MCC B TS CE Co op Forms zip Extranet Training Manuals The first category of bulletins is for Extranet Training Manuals This section is where the MCCVB will post the full Extranet Training Manual as well as PDFs of manuals for each individual section These files should act as a reference guide to the system for members When new enhancements are released bulletins notifying members of the updates will also be posted here Group Sales Bulletins MONTEREY The second section is for bulletins
39. ow the specific settings when requesting access MONTEREY e Extranet Access Enabled Will allow user access to the member extranet If the contact will need access to any of the sections below this should be a yes If they do not need to use the system this should be selected as No e Update Member Records Will allow user to update Listings Amenities Social Media links add Contacts upload Media files and Coupons as well as view the Benefits Summary See additional Member Record access levels for more details e Sales Lead Catcher Will allow user to receive notification emails of new Meeting Sales and Tour amp Travel leads access any lead sent through the system and assign them to a Sales Lead Contact to respond e Sales Lead Contact Will allow user to access the Meeting Sales section of the extranet and respond to leads that have been assigned to them by the Lead Catcher e Tour Lead Contact Will allow user to access the Tour amp Travel section of the extranet and respond to leads that have been assigned to them by the Lead Catcher e Media Lead Contact Will allow user to access any Media requests or content posted by our Communications Department e Service Request Contact This will be the person who would receive and respond to Service Lead Requests when sleeping rooms are not included e View Reports Will allow contact to review reports like the Convention Calendar that are loaded into the Extranet e Receive Membership Inv
40. p www seemonterey com UNITED STATES WCT ID Primary 831 657 6400 Alternate Tollfree 800 555 6290 Fax 831 648 5373 Notification Email Notification Interval O Social Media Social Media for Member Partner Twitter Username YouTube URL Flickr URL FaceBook URL foursquare URL Benefits Summary The Benefits Summary acts as a scorecard to view what the MCCVB has done for your business over a Set period of time We also use it to track opportunities you have participated in and events that were attended There are nine different sections within the Benefits Summary for members to access at any time Contacts Listings Web Amenities Benefits Summary f Social Media Inkind Expenses Inkind Expenses Received Leads Services Events Articles Web Site Coupon Hits Advertising Opportunities Inkind Expenses The In kind Expenses tab will track and display all in kinds or expenses provided by the account in view For example if a lodging property provided a room for a meeting planner you would see this shown as an in kind on the In kind Expenses tab The In kind Expenses grid displays a summary of information about each record including the type In kind or Expense group recipient date occurred the amount type and description as well as when the record was created and who created the record In kinds and expenses that are provided as member to member contributions can also be recorded on the Inkind Expenses tab MONTEREY
41. related to the Group Sales Department Examples include any system enhancements that affect functionality to the Leads and Service Requests section of the Member Extranet the calendar and agreement form to signup for tradeshows and client events or other sales related documents Marketing and Communications Bulletins This section is where members can find out about marketing co op programs and communications initiatives Membership Bulletins The final section is for general Membership bulletins and will contain information about the different membership levels of the MCCVB and the benefits for each This section will also include notifications on enhancements to the system that affect member business listings on the website Leads The Leads section contains requests from Groups and from Media that are interested in your business Group leads consist of Meeting Sales requests and Tour amp Travel requests whereas Media contains requests from journalists for a press trip As our Group Sales department receives inquiries from clients we send out the information via the Extranet for members to access and respond to The members that receive leads are at the request of the client however our sales team assists in expanding the type and number of members the clients look at When your property is selected to receive a lead your designated Lead Catcher will receive an email notification prompting them to login to the Extranet to view the lead
42. rvice Requests Reports What Reports do Members have access to Ray harap How to Access As noted in the introduction there are multiple ways to access the login page for the Member Extranet Once on the Login page there is a description of what the extranet is and contact information to request training Beneath that is the actual login box to enter your email and password First Login When setup for the extranet you receive an email with a temporary password Upon first login you are able to set a personalized password for future use If you forget your password use the Forgot Password link to reset or contact a member of the MCCVB staff for assistance Partner Login Username kimberly seemonterey com Leads Member Record Occupancy Service Requests Reports Parner Bulletins ogin Logout Password Forgot Password Your username is your e mail address Once you are successfully logged into the system you will see a series of links for each section of the Member Extranet Simply click the link for the section you wish to access to update listing information select the option for Member Record System Requirements and Troubleshooting The MCCVB Extranet system will only function properly on the two most recent versions of the top web browsers To avoid lapses in functionality be sure to keep your browser up to date You can check what version you have and see if there are updates by going t
43. s Add New Coupon on the right side of the page A window will open for you to enter the Coupon Information including the Offer Title required field website to link to and description of offer details and any restrictions that may apply COUPON NEW COUPON FOR MONTEREY COUNTY CONVENTION amp YISITORS BUREAU Save amp New Coupon Colored fields are required Coupon Information Offer Title Offer Link Offer Text You can also link an image to the offer in the Coupon Image section Use the drop down to select one of the images loaded to your Media Gallery There are two sets of dates to complete when entering a Coupon The Redeem From and Redeem To dates should be set 1 a E j z es re ee eo Pee oe E rot ohn rote ole tx week ai tal ia G i B L N elat g ED has Fae ai F ip i Ar W gm p mE for the dates the coupon can be used at the business The Post From and Post To dates are for when you would like the offer to be shown on www SeeMonterey com coupon Image Untitled1 png Selected Image untitlediii png coupon Dates Redeem From Redeem To Post From Post To Select the Categories your offer most closely represents to be displayed under on the Special Offers page if you wish to offer to meeting attendees as well as leisure visitors select the corresponding Flash Your Badge option To do so simply click the option in the box titled Available and then click the arrow pointing to the right
44. s Standard see monterey event planner E f 2692 SeeMonterey com Visitor Services Concierge Services Standard Stop off at the Monterey County Visitors Center It s full of pamphlets for individual attractions hotels and restaurants The helpful visitors center staff can provide guidance and give directions MONTEREY Monterey County Convention amp Visitors Bureau At the bottom of the listing page there will be a section titled Social Media that is a copy of what you see in the Social Media section on the account level Enter the proper links and click Update to save Listing Information Listing ID 2692 Account Monterey County Convention amp Visitors Bureau Type SeeMonterey com Contact Category Visitor Services Address Type Account Physical SubCategory Concierge Services Rank Standard Additional Subcategories Listing Stop off at the Monterey County Visitors Center It s full of pamphlets for individual attractions hotels and restaurants The helpful visitors center staff can provide guidance and give directions to locations throughout Monterey County Summer Open daily Qam 6pm Sundays from Qam Spm Winter Open daily 9am Spm Sundays from 10am 4pm Closed on Thanksgiving December 25 January 1 Easter Listing Details Company Monterey County Convention amp Visitors Bureau Company sort Monterey County Convention amp Visitors Bureau Address 401 Camino El Estero Email Monterey CA 93940 Web Site htt
45. the images to be available for a Coupon do not check a box to add to a listing Add To Listing s p Monterey County Convention amp Visitors Bureau SeeMonterey com Visitor Services Nonprofit Associations E Monterey County Convention amp Visitors Bureau SeeMonterey com Conference and Wedding Services Event Meeting Planners E Monterey County Convention amp Visitors Bureau SeeMonterey com Visitor Services Concierge Services Once you load your file you will see a preview of it on the main media screen as well as icons to edit pencil or delete red x the file in the Action column If your file needs to be resized you will also see an icon of a blue rectangle This will open the Media Resize tool where you can resize the image to match the standard size or make a thumbnail image for the listings results page Action Type Title 5 Filename Created By Created Last Updated By Last Updated Sort Order 2 X Logo MCCVB Logo MCCVB logo0 jpg M O N T E R E Y User Admin Web 02 17 2012 0 COUNTY CONVENTION AND VISITORS BUREAU Resize Media Current Main Image A cti on Image Width Height Global Width Setting Global Height Setting Current Selection Width Current Selection Height 00i 14P6 2100 1399 640 480 FE x L silico Full Image Save Skip to Resize Thumbnail The screen for uploading a New IPIX is the same except the type is already selected as IPIX An IPIX file depicts a 360 degree view and is often used by hotels to show o
46. the lead through the Extranet To view leads in this status set the Filter to Pending as with new leads a sales manager will only see leads assigned to them If you notice a lead in Pending status does not have a response but you are bidding please email the MCCVB sales executive for it to be added Leads Member Record Occupancy Service Requests Reports Partner Bulletins GROUP LEADS MEDIAL ALL LEADS CURRENTLY O IN VIEW Closed TBD All Groups x All Responses v Search By Keyword Any Status 4 amp 4 BcoDeEFGHtIIj K ECMNOPQRS TU Closed Won Closed Lost ID Closed TBD Organization Hotel Re How to Confirm a Booking When a group Selects your property the booking needs to be confirmed to track productivity If the MCCVB is notified by the client of a selection we will email the lead MONTEREY Monterey County Convention amp Visitors Bureau catcher and assigned contact to submit details on the booking including dates room flow average rate and potentially additional meeting space information Once the Booking Confirmation email is received members are required to reply with requested information or include a copy of the countersigned contract Members can also inform the MCCVB when their property is selected by viewing the lead within the Pending section and selecting the option to Edit Your Response Once the response screen loads scroll to the Additional Fields section an
47. y Social Media Action ContactID Contact Name Title Email Phone Type P 550 Kimberly Jenkins Systems Administrator kimberly mecvb org Primary 2 2282 john van kirk johndavid mecvb arg 831 657 6400 Primary P 2087 Allyson Thommen allyson mccyb org 831 657 6404 Secondary M o J When the Contact screen opens you can edit the necessary fields and click Save To Deactivate the contact edit the Contact Type field to Inactive and click Save This will eliminate the users access to the system and ability to receive emails but will keep the history associated to the If you wish to delete a user please contact the MCCVB Contact Information First Last Name Account Monterey County Convention amp V Full Name lt Contact Type None Department Tite Preferred Method None x Email Send Assistant Ast Phone Children Birthdate Month Day gt Gender Male Female Spouse Phone Fax Numbers Primary 831 657 6400 ext Alternate ext Cell Fax 831 648 5373 ext Send Security Access Once all users have been added or updated please contact Kit Franke at 831 657 6401 or Kit seemonterey com to set their security access This is a step that can only be set by staff of the MCCVB your additional contacts will not be able to edit listing information or access leads until we have set them up Each level to choose from is described here be sure to let us kn
48. y setting of Sales Lead Catcher will be able to see all leads sent to your business and assign them to designated sales managers Leads Member Record Occupancy Service Requests Reports Partner Bulletins ALL LEADS CURRENTLY 1 IN VIEW Bal crouns Ml Al Responses IP search by Keyrord Ma gt ABCDEFGHIJKLMN OPQORSTUVYV W X Y Z Other All I Assigned Contact gt gt Organization Hotel Response Date ArrfDeptDates Status Responded Create Dat 07 09 201 Lead Type Opportunity ID Opportunity Monterey County CWB 07 31 2012 Aug 29 31 2012 New No ABCDEFGHIJKLMN OP QR SE TU W X Y Z Other All Meeting Sale testing 2243 25 l M To review and assign the lead either click on the Opportunity ID or the Opportunity name Once the lead detail loads scroll to the bottom part of the page until you see the section titled Contact under History Futures Click the Change Contact button to assign the Sales Manager Select the appropriate person from the drop down list of your Sales Lead Contacts and click save Any status update emails sent from the MCCVB will now go to the Sales Lead Catcher and the Sales Lead Contact assigned to the lead Room Summary 6 Requested Rooms Totals and Peak Wed Thu Fri Sat Sun Mon Tue Requested Rooms 20 Peak Requested 10 a ii opaa Additional room requests needs 10 10 100 100 History Futures History Futures are not available for this lead Contact
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