Using the Extranet via Simpleview to Receive & Respond to Leads

The extranet is a the hub for all information regarding leads sent from Visit Fresno County. See leads, respond to RFPs, and enter your pick-ups all in one place. Here's how:

Log into the Extranet

  1. Login using this link.

 

Seeing Leads & RFPs

  1. You will receive an email from Simpleview that says you have a new Lead
  2. Click on Opportunities/RFP to show all available Leads 
  3. Click on Open/Bid Sent to see a new Lead you were sent an email for
  4. Click on the Lead name (the eye symbol to the left)
  5. Now, you'll be able to scroll down and read all the Lead information 
  6. The comments section will show whether this event will be on Housing

RFP

Important Note: Leads from CVENT will come directly from CVENT, not from Visit Fresno County

How to Respond to Leads & RFPs

  1. Print the response log
  2. Click actions and choose "Yes" or "No" for whether you want to pursue the Lead
  3. Use the Comments Section to add any specfic details you want to share with us regarding the RFP, including: 
    • Any or ROH, specifying the room type (if the event you're pursuing will be an event on housing, this is a preferred item to add)
    • If you have a flyer or any information about the hotel you want to add, upload it under File Attachement
    • In the General section, indicate the rebate amount (if applicable), plus other comments on pricing that are needed
  4. Once all information is added, be sure to go back to New Responses and click Save

Leads

How to Report Room Night Pick-Ups for An Event

Please provide us all room nights picked-up for all events share by Visit Fresno County, including if they booked direct, on the Housing site, online, etc. 

  1. Go to Opportunities/RFP
  2. Click Closed/Won
  3. Click on Lead name (or click the eye symbol)
  4. Scroll down to Room Data and enter the pick-up number
  5. Click Save

Pick Ups

 

 

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