Managing Your Hotel Sales Team in HopSkip
Collaborate effectively with your hotel sales team by inviting colleagues to HopSkip and assigning them to specific RFPs for faster response times.
Inviting Team Members to HopSkip, Step by Step
Inviting Team Members to HopSkip, Step by Step
There are two simple ways to add colleagues to your hotel's HopSkip account:
Method 1: Using the Invite Icon
Click the invite icon located at the bottom of the left navigation panel
Select "Invite your co-workers to join your hotel sales team on HopSkip"
Enter the contact's name and email address
Click "Send invitation"
Method 2: Through the Team Tab
Go to your property profile
Click the "Team" tab
Click "Invite"
Type in their email address and press "Invite"
What happens next: The invited contact will receive an email notification with a "Sign Up" link. Once they create their username and password, their HopSkip account will be automatically set up with access to your hotel's RFPs.
Managing Your Team's Settings
Managing Your Team's Settings
Go to your property profile
Click the "Team Members" tab
Here you can review registered and invited team members, assign specific roles, and select who should "Receive all RFPs"
Assigning Team Members To RFPs
Once your team is set up in HopSkip, you can assign specific RFPs to individual team members using three methods:
Assigning from the RFP Dashboard
Assigning from the RFP Dashboard
Locate the RFP you want to assign in your dashboard
Click the clipboard icon in the top right corner of the RFP
Select a team member from the dropdown list
Click "Assign"
The assignee will receive an email notification immediately!
Assigning Within an RFP
Assigning Within an RFP
Open the RFP request from the dashboard
Click the "Assign" button in the top right corner
Select a team member from the dropdown list
Click "Assign" to finalize
Assigning New RFPs When They Arrive
Assigning New RFPs When They Arrive
When a hotel property contact opens an RFP initially, a popup appears to notify the hotel that the RFP status will change from "RFP not opened" to "Review in Progress." From this screen:
Click the assign button in the top right corner
If the team member already has a HopSkip account, select them from the dropdown
If they don't have an account yet, enter their email address—they'll receive an invitation to access the RFP in HopSkip
Once assigned, the team member's email address will appear in the upper right section of any tab within that specific RFP.
Key Benefits
Assigning team members to RFPs on HopSkip ensures:
Faster collaboration and response times
Clear ownership and accountability for each RFP
Instant email notifications so team members can take immediate action
Streamlined communication across your sales team
Need help managing your team? Our support team is happy to assist!
Please reach out via chat for the fastest response, 8am-8pm EST M-F.