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Platform Overview

Introduction

Sales and Lead Management

Sales Pipeline and Lead Management

🎮 Pixel Quest: Sales Pipeline Review

Space and Booking Management

Calendar and Space Management

Creating and Managing Bookings

New Booking Creation

Booking Summary Page

Adding Group Room Blocks

Adding Event Packages

Documentation, Invoicing, and Analytics

Document and Invoice Generation

Meeting Proposals

Banquet Event Orders (BEOs)

Digital Invoicing

Analytics and Reporting

Course Conclusion

Conclusion and Contact Information

Knowledge Assessment

Sales Pipeline and Lead Management Quiz

Calendar and Space Management Quiz

Bookings and Room Blocks Quiz

Event Documents and Invoices Quiz

Analytics and Reporting Quiz

Course Feedback

End of Course Survey

Mastering the Hotel Sales Pipeline in Event Temple is a hands-on course designed for hotel sales, events, and revenue teams who want to streamline lead intake, convert more business, and deliver flawless events—all inside Event Temple. In under a few focused hours, you’ll learn how to navigate the platform with confidence, manage an end-to-end sales pipeline, and turn inquiries into confirmed bookings. Explore the Kanban-style pipeline to track progress from New Lead to Won, log and monitor communications, and update lead statuses with ease. Move seamlessly into space and booking management using the interactive calendar and event diary to prevent double-booking and optimize room usage. You’ll practice creating bookings from scratch, adding room blocks, and tailoring standard packages for catering and AV. Then, generate professional, branded documents like meeting proposals, BEOs, and invoices—complete with digital signatures and payment tracking. Finally, leverage built-in analytics and reporting to monitor performance and forecast revenue. Whether you’re new to Event Temple or ready to sharpen your workflow, this course gives you repeatable processes, practical tips, and confidence to scale hotel sales efficiently while delivering an exceptional client experience.

Mastering the Hotel Sales Pipeline in Event Temple

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            <p>Efficiently managing a hotel's sales pipeline requires a centralized system that streamlines lead acquisition and conversion. This course provides a comprehensive deep dive into Event Temple, a premier platform designed to optimize hotel sales and catering operations. Participants will begin by exploring the platform's core navigation and layout, establishing a solid foundation for managing the entire sales lifecycle. From identifying key pipeline stages to tracking real-time communications, the curriculum focuses on transforming raw leads into confirmed bookings through structured management and strategic status updates.</p>

<p>Beyond lead management, the training covers the critical logistical aspects of hotel event coordination, including interactive calendar filtering and space optimization to prevent double-bookings. Learners will master the creation of detailed booking records, the integration of group room blocks, and the customization of event packages to meet diverse client needs. The course also emphasizes the professional output of the platform, demonstrating how to generate Banquet Event Orders (BEOs), digital invoices, and meeting proposals. By the conclusion of the program, users will be equipped to leverage advanced analytics and reporting to track sales performance and drive revenue growth within their properties.</p>
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