Group Sales Coordinator

Users assigned this role handle all aspects of group sales, including booking group reservations, generating contracts, building itineraries, processing payments, and checking groups in when they arrive. Users in this role can also search for and add constituents, as well as run queries, and configure equipment and staff resources.

Task name	Task description	Functional area
Add a daily admission program	Add a daily admission program.	Tickets
Add a group	Add a new group constituent.	Constituents
Add a household	Add a new household constituent.	Constituents
Add a scheduled program	Add a scheduled program.	Tickets
Add an individual	Add a new individual constituent.	Constituents
Add an organization	Add a new organization constituent.	Constituents
Ad-hoc query search	Search for an ad-hoc query and view the results.	Analysis
All things Altru	Go to the Altru Resources page for videos, class schedules, and online help.	Tickets
Altru training page	Altru training page.	Tickets
Approve reconciliation	Approve ticket seller reconciliations and create deposits.	Sales
Constituent group types	Add, edit and delete constituent group types.	Constituents
Constituent matching settings	Modify the settings used to identify duplicate records when adding a new record.	Administration
Constituent search	Search for and view constituent records.	Constituents
Daily reservation	View the daily reservation report.	Tickets
Daily schedule	View a list of a given day's events.	Tickets
Event attendance	View the event attendance report.	Analysis
Event attendance	View the event attendance report.	Events
Event attendance	View the event attendance report.	Sales
Event attendance detail	View the event attendance report.	Analysis
Group check in	Provides the ability to check in groups.	Sales
Group check out	Provides the ability to check out groups.	Sales
Group sales	Make reservations for groups.	Sales
Group sales setup	Prepare the system for group sales.	Tickets
Itinerary	View the itinerary report.	Analysis
Itinerary	View the itinerary report.	Sales
Letter template library	Manage the letter template library.	Marketing and Communications
Locations	Manage locations.	Tickets
No sale/open cash drawer	Manually open cash drawer.	Sales
Orders with balance due	View the orders with balance due report.	Analysis
Orders with balance due	View the orders with balance due report.	Sales
Organization calendar	View events, mailings, and other activities taking place across your organization.	Sales
Organization search	Search for and view organization records.	Constituents
Price lists	Manage price lists.	Tickets
Print setup	Prepare the system to print sales documents.	Tickets
Printer lists	Manage printer lists.	Tickets
Program search	Search for and view program records.	Tickets
Query	Create and manage queries.	Analysis
Reconcile sales	At the end of your shift, count the final cash amount and reconcile sales.	Sales
Reservations by group type	View the reservations by group type report.	Analysis
Reservations by group type	View the reservations by group type report.	Sales
Resources	Manage resources.	Tickets
Review sales deposits	Create deposits associated with sales.	Sales
Sales dashboard	View the sales web dashboard.	Sales
Sales documents	Manage sales document templates.	Tickets
Sales methods	Manage sales methods.	Tickets
Schedule program events	Schedule events for a program.	Tickets
Scheduled event ticket detail	View the scheduled event ticket detail report.	Analysis
Ticket and merchandise discounts	List all discounts.	Merchandise - Beta
Ticket and merchandise discounts	List all discounts.	Tickets
Workstations	Manage workstations.	Tickets