Who sees it: sales managers only. In the menu it is Radar Deal Path.

Until Nov 2, 2026 this page was called Deal Path; only the name changed.

Hotel above My deals is a dropdown: All hotels, or one of your hotels only, each line with its count; the choice is remembered on this browser.

Status beside it narrows the list the same way: Being priced, Approved — proposal to send, Proposal sent, Client accepted — agreement, Signed, Closed won, Closed lost or declined. Only the statuses you have a deal in are listed, each with its count. Show every status takes it off; Desk keeps your choice until you sign out. A deal that moves on — a proposal the client accepts, say — leaves the status you are looking at.

One request becomes a deal, and that deal stays here from the moment you ask for a rate to the moment the deposit lands.

The stay and the rate — what the sheet fills in for you

Radar Deal Path›Request a pricing approval›The stay

For a group or meeting, the sheet no longer asks how many nights or how many rooms twice. Enter the arrival and departure and one row per night appears with a box per room type — King, Double / Queen, Suite, Other. Rooms / night fills the King column on every night; change the nights and types that differ. The total per night, the peak and the room nights are worked out.

Beside each night: LY occ % — last year's occupancy for that date from the STR daily data on file (the same weekday a year back when the exact date is missing). Change any night you know better; when a hotel has no STR on file the boxes are empty and you enter what you expect. Events in the market is what the events feed has for that night — the big ones named, the minor ones counted.

A one-night stay needs only the arrival — leave the departure empty or type the same day and the sheet treats checkout as the next morning. Beside each night, two columns from the STR daily data on file. Last year · this hotel is your hotel's occupancy on that date a year ago (the same weekday a year back when the exact date is missing) with your ADR under it; the occupancy box is editable. Last year · comp set is the comp set's occupancy and ADR the same night, and the MPI — your occupancy divided by theirs, so under 100 means you ran behind them (the sheet says so in words). Change any night you know better; when a hotel has no STR on file the boxes are empty and you enter what you expect. Events in the market names the big ones and counts the minor ones; all N ▸ opens every event that night with its dates, attendance, venue and a link.

Then Pull the rates: brand.com for our hotel and every hotel in the comp set (the hotels on the RateShop set — the same matches the daily shop uses), live, for those nights — a minute or two (up to 14 nights in full; a longer stay is sampled and says so). The grid gains brand.com and the comp median per night, the ladder fills — Low / Medium / High off the brand.com BAR with the hotel's multipliers — and the platform suggests its answer underneath. Since Oct 10 that answer is no longer one of three rungs: a posture — Need the base, Competitive, Hold, Yield up or Protect — and three numbers: Open (the ask, with room to give), Target (where the evidence lands on the ladder) and Floor (never below the ladder's Low, and never below what the block would displace in transient revenue). Under it: the discount off brand.com BAR, how many of the six inputs it had and what was missing (enter the occupancy, pull the rates, load STR), a HIGH / MED / LOW pill for every stay night — demand from the events on file around the hotel — and every reason, ▲ for the rate, ▼ against it. Use the target puts the target in the rate box as a specific rate; you can still pick Low, Medium or High yourself. Or pick your own: Low, Medium, High, or Specific rate when you have a number in mind — enter it and say why; a specific rate is not sent without a reason. Everything the block worked out is written into the request, the rates you pulled travel with it, and the deal keeps all three picks side by side: yours, the platform's, and the decision.

An LNR or RFP is priced across its term, not a stay. Send the request and the platform prices the whole term from the hotel's own record — no rate pull needed first: every matching night (the day-of-week pattern you gave, Sun–Thu say) over the contract dates, each one read from last year's occupancy and ADR on that night or the nightly expectation where the market memory reaches, with the comp set's shopped rate folded in where a Radar Shop set holds it. The answer on My deals is the same posture and three numbers, then a Term line: the dates, the pattern, how many nights matched, and either one flat rate or — for an RFP, or when you said the rate changes by season — the seasons with a rate each. The seasons are yours when you named months; otherwise the platform cuts them where the hotel's own ADR steps up or down. It counts the peak nights — nights the hotel ran at or above 85% — and what a last-room-availability rate would give up on them, and suggests those runs as blackout dates (naming the event when one is on file) or non-LRA. Your own rate is read against the platform's: a number with a % or the word dynamic is a percentage off BAR, and a pick under the Low floor is flagged rep under floor on the card so your lead sees it before the rate goes out. The line under the numbers says which of the four inputs it had — own history, comp shops, the expected volume, events — and what to add to firm it up.

Rebates and commissions are an amount with its unit — $ per room night or % of the rate — and who receives it.

Who makes the decision is a company setting (Command → Setup → Radar Deal Path). In most companies the request goes to the sales leader. Where the company has chosen the sales manager decides, the button reads Record the decision: your pick is approved and recorded on the spot, the platform's suggestion is kept beside it, and the leader still sees every deal in Radar Deal Path.

A rate request just came in — what do I do

Radar Deal Path›Request a pricing approval

Shop first. Open Hotels & demand, take the comp set for that hotel, check the actual dates, and look at the events list. Then fill in Request a pricing approval:

Pick the Type of business first — the questions below change to match.
Pick the Hotel and type the Account / group. If the business is already in your lead log, choose it under Lead in the log (optional) and the name fills itself.
Answer the questions. They come in steps — The group, Dates and rooms, Rates, Meeting space and F&B, Rebates and commissions, Your recommendation (the names change with the type of business). One step is open at a time; the strip above the steps shows how many answers each one still needs, and turns green when a step is complete. Press Next step at the bottom of a step, or press any step's name to open it. Only the questions that apply are shown, and a red asterisk marks the ones you cannot leave blank.
Put the number you want to offer in Rate you're asking to offer, written the way you would say it: $124 + tax, per night.
Press Send for approval.

Miss something required and you get "Still needed: …" with the fields named. Once sent it goes to your lead in the Hub and in Teams, and the deal appears under My deals. In the background the tool shops brand.com and the comp set for your dates, weighs occupancy, the hotel's history and what is on in town, and puts its recommendation next to yours. You do not wait for it.

Danielle prices a 40-room youth soccer block at HAMPCHA

Hotels & demand first. HAMPCHA's comp set is three hotels; she checks all three for 13–15 March and finds $149 to $169. The tournament is on the events list, unstarred.
Radar Deal Path, Request a pricing approval. Type of business — group. Hotel — HAMPCHA. Account / group — Mid-Atlantic Youth Soccer, March tournament. The lead is already in the log, so she picks it under Lead in the log (optional) and the name fills itself.
She answers the questions that appear — 13–15 March, 40 rooms a night, 120 room nights — and writes $139 + tax, per night into Rate you're asking to offer.
Send for approval. The deal appears under My deals with a grey waiting badge, and the request is with her lead in the Hub and in Teams.

She did not wait for the tool's own number before sending. It arrives beside hers on the deal a minute later; sending is what starts her lead's clock.

Rebates and commissions — answer these carefully

Radar Deal Path›Request a pricing approval›Are there rebates?

Every request now asks Are there rebates? and Are there commissions? Answer yes and you are asked for the amount and who receives it.

They matter more than almost anything else on the sheet, because both come straight off what the hotel keeps. A $139 rate with a $10 rebate and 10% commission is not a $139 deal to the hotel, and a lead approving it as though it were approves the wrong number.

So say so, with the amount and the recipient — "$8 per room night rebate to the tournament organizer", "10% commission to the housing company". It shows as a highlighted line at the very top of the deal, where your lead reads it before looking at the rate, so the decision is made on the net. Left blank, the rate looks better than it is and that conversation happens later.

The $139 that was really $118

On the same soccer request, Are there rebates? — yes. Amount $8 per room night, to the tournament organizer.
Are there commissions? — yes. 10%, to the housing company.
She sends it. On the deal a highlighted line now sits above the rate: Rebate $8 · Commission 10% — comes off the rate; decide on the net.
Her lead approves knowing the hotel keeps about $118 a night, and says so in the thread.

Left blank, the same request reads as a clean $139 and gets approved as one. The rebate does not go away — it turns up on the invoice instead, and the conversation happens then.

While it is with your lead

Radar Deal Path›My deals

Each deal shows the account, hotel, type, dates and room count, the rate you picked, the tool's suggestion with its confidence and reasons, and the thread of who suggested and decided what. The badge says where it stands: green Approved with the tier and rate, red Declined, a gold needs your reply, or a grey waiting for your lead.

Sent back means your lead has a question or a counter, and a green box shows what they proposed. Write into Your reply / answer, propose a different tier and $ rate under Propose (optional), or press the Accept button carrying your lead's name. Then Send reply.

The deal comes back with a counter

The soccer deal's badge turns gold — needs your reply — and a green box shows what her lead proposed: Medium · $129, with the question can they take Sun–Tue instead of Fri–Sun?
Danielle checks with the organizer. The dates cannot move, but they will add a fourth night.
She writes that into Your reply / answer, then under Propose (optional) picks the Medium tier and types 134 into $ rate.
Send reply. The badge goes grey — waiting — and the thread carries both the question and her answer.

Had she simply agreed to $129 she would have pressed the Accept button carrying her lead's name instead. Propose is only for when you are changing the number.

Approved — send the proposal

Radar Deal Path›My deals›Create proposal

Press Create proposal. The editor opens below the deal, already filled in from the approved deal, the hotel's standard terms and your own answers — rate, dates, rooms and room type, Cut-off date, Deposit terms and what is Included, plus corporate or meeting terms where the type needs them. Cancellation policy starts empty on purpose — type the terms for this deal; nothing is assumed. The green box headed "Before we build it" holds the last questions: the rooming list date, how rooms are paid, complimentary rooms, special requests. Those answers go into the email, so fill them in.

Rooms by type, per night (Nov 7). Under rooms and room type sits the grid the client will read and the agreement will carry — one row per night, a column per room type (King, Double / Queen, Suite, Other), with the night's total and the totals for the stay. It starts from what you entered on the request sheet; change any night here and the totals follow. Change the arrival or departure and the nights redraw, keeping what you typed. Rooming list due sits beside the cut-off date — both go on the proposal and the agreement.

Included is a list, not a sentence (Nov 7): each item is its own line on the proposal. Press × on one to drop it, type a new one and press Add (or Enter); several at once, separated by commas, each become a line. The list starts from the hotel's defaults; got it the way the hotel always wants it, press Save as … default list and every new proposal for that hotel starts from it.

Hotel contacts (Nov 7). Under the inclusions the editor names the hotel contacts on file — the front desk, the GM, the hotel's signer and its RevRadar View users. Those addresses are where the signed agreement and the booking packet go later, by themselves, so a hotel with none on file is called out in red and the proposal will not send until one is added: type the front desk or GM address and press Add hotel contact (it goes on the deal and onto the cc line), or ask your lead to add it under Hotels.

At the bottom, Notes to the client, Send to and cc arrive pre-filled. The main button reads Preview, then send (Oct 27). The first press sends nothing: the exact email appears under the form, headed with who will receive it. Read it. Anything wrong — a date, the cancellation wording, a missing inclusion — fix it in the form and the preview changes as you type. When it reads right, the button now says Looks right — send proposal; that press sends it. The client gets a branded page with Accept, Request changes and Decline on it, and the email goes from your own Outlook. If the email step fails you are told the proposal was created but not sent — copy the link off the deal and send it yourself.

Sending the HAMPCHA proposal

The badge reads green Approved, Medium, $134. Create proposal opens the editor below the deal, already carrying the rate, the dates, 40 rooms, a Cut-off date of 28 February, and the hotel's Deposit terms and what is Included; she types the Cancellation policy the organizer agreed to.
The green "Before we build it" box has the last four questions. She sets the rooming list date to 21 February, marks rooms as paid individually on arrival, and answers the rest — those answers go into the email.
Notes to the client, Send to and cc are pre-filled. She presses Preview, then send and reads the email exactly as the client will get it; the deposit line is wrong, so she corrects Deposit terms and watches the preview follow.
Looks right — send proposal. The client gets a branded page with Accept and Request changes on it, and the email leaves from her own Outlook.

If Desk says the proposal was created but not sent, the editor did its job and the mail step did not. Copy the link off the deal and send it yourself — do not build a second proposal.

The client opened it, declined it, or asked for changes (Nov 7)

The moment the client opens the proposal page you get one email — Opened — and the deal shows opened by the client with the time. A good moment to call.

The client can also Decline on the page. They must say why — one of six reasons (the rate, the dates, another hotel, the budget, the event was cancelled, something else), their own words, or both — and may name a rate that would have worked. The deal then reads Client declined with the reason, the counter and their words; you and your lead get one email, and it lands on your Today. A client's decline is not the end of the deal: if the reason can be answered, Revise & resend proposal sends a new version and the deal goes back to Proposal sent; a different rate goes to your lead with Send back. Only Mark lost closes it.

The deal's path. Every deal past the pricing decision carries a line of steps — Requested, Priced, Proposal sent, Accepted (or Declined / Changes asked), Agreement sent, Client signed, Signed, Card auth signed, Card entered, Hotel packet, Hotel has card, Won. Green steps happened, with the date; the dashed one is what the deal is waiting on. Your lead sees the same line on the deal in Coach.

Stalls. Each stage has its cadence from the playbook: a proposal not opened in three days, not answered past the last follow-up, an agreement unsigned past the chase days, a card not entered five days after signing, a card the hotel has not been handed two days after entry. When a deal sits past its cadence it goes on your Today as a nudge with the deal's name, and you get one email a night listing yours; your lead gets the team's list. The nudge clears the moment the deal moves.

The client accepted — now what

Radar Deal Path›My deals›Send agreement for e-signature

The deal turns green with the terms as accepted, listed under These are the values the agreement will carry — the rate, the dates, rooms per night, Rooms by type, per night (open night by night to see the grid), the cut-off, the rooming list due date, cancellation, deposit and what is included. Reconfirm them with the client. If something is wrong — the organizer moved the cut-off, a night's rooms changed, the deposit wording changed — press Edit the terms (Oct 27): a short form with every term except the rate, including the room-type grid and the rooming-list date; Save the terms corrects them on the deal before the agreement is built, and the change is logged on the deal. The rate itself cannot be edited here — a different rate goes back through your lead.

Under the terms, Hotel contacts names who at the hotel will receive the signed agreement and the booking packet; add the front desk or GM right there if the line is red. The tick Send the credit card authorization to the client by itself the moment the agreement is fully signed is on for every deal (Nov 7): once the last signature lands, the authorization and the secure card link go to the client without you pressing anything, and the signed-agreement email tells you so. Untick it on a deal where you want to send the authorization yourself, or where no card is needed.

Then press Send agreement for e-signature. The sender opens with Confirm before sending at the top: six lines — the rate, rooms by type per night, the cut-off, the rooming list due, the cancellation, and the special terms — each showing what the agreement will carry. Read each against what the client asked for and tick it; the send buttons stay locked until all six are ticked. A line that reads missing means the deal has no value for it: close the sender, press Edit the terms, then come back. The cut-off, rooming-list and cancellation lines can be ticked as none only when the deal truly has none, and the special-terms line reads none on this deal when nothing outside the standard terms was agreed. A deal with special terms cannot use the generic template — it has no place for them — so load the hotel's own agreement.

Notes & files on every deal (Oct 27)

Radar Deal Path›My deals›Notes & files

With the request. The request sheet has its own place for a screenshot or file, just above Send for approval — the hotel's room availability, the client's RFP, a forecast. Paste a screenshot into the box (Ctrl/Cmd+V) or choose up to eight files; they wait on the sheet and are filed on the deal the moment you send, where your sales leader sees them with the request.

Every deal carries a Notes & files fold, open by itself once it has a note. Type into Add a note and press Enter — deal-specific information for your coach and for whoever picks the deal up next: what the organizer said on the phone, a promise made, why the rate is what it is. Under Attach a file, pick a forecast, a pickup report, the client's RFP — up to 25 MB, any type — add a line about what it is, and press Attach. It is listed on the deal with who attached it and when, opens with a click, and your coach sees the same list on the deal in Coach. Remove takes a file off.

Long stays and year-long programs (Nov 10)

Pull the rates on a stay longer than two weeks shops the first week night by night and then a midweek and a weekend night in each following week; dates longer than about two months are treated as a program (an LNR or RFP year) and shopped on a midweek night in each quarter plus two weekend nights. The page says the rates are sampled and from which nights. The lookups run several at a time, so a month-long stay comes back in about a minute; if the pull ever runs out of time it returns what it has, says how much, and Pull again fetches the rest.

Rates by room type, and the hotel's page for the night (Oct 27)

Radar Deal Path›My deals›Rates by room type & links

Under Rates pulled on a deal, open Rates by room type & links. For every night of the stay there is a table: our hotel first, then each comp — the lowest official King, Double / 2 beds and Suite rate the hotel's own site listed for that night, the lowest official rate of any type, and the lowest OTA rate. When the request asked for doubles, the Double column is called out. Beside each hotel, this night on the hotel's site opens the hotel's own booking page for those dates, where every room type and its rate is shown; hotel site opens the hotel's page. A dash means the hotel's site did not list that type for the night. Rates pulled before Oct 27 show the lowest official rate only — Pull again brings the room types and the links.

Your hotel’s own agreement (Oct 1)

The agreement that goes out is the hotel’s own blank agreement — its wording, its policies. The first time, load it as a Word file (.docx, the blank one) and tick Keep it; from then on it is on file for that hotel and that kind of deal (group / corporate rate / meeting) and offered first. The platform reads it and writes the deal into it: the group name and contact, the dates, the stay grid (each night × each room type, with the rate and the total room nights), the cut-off, cancellation, deposit and payment terms, the inclusions, your name as the contact, and the signature fields for the client (and the hotel’s, if you tick countersign).

Then check it: every value the platform wrote in is highlighted yellow in the preview, with a list of what it filled and a list of what it could not place. The preview is editable — click into it to fix a word or type a missing value. Only when it reads right, press Send for e-signature; the client gets one email with the signing link, and the card updates itself when it comes back signed.

The platform never changes the agreement’s wording — it only fills blanks, replaces the empty room-block table with the stay grid and places the signature block. If it could not find where something goes, the list says so: type it into the preview, or leave it for the client.

No agreement of your own yet? Use the platform’s generic template still works, but your own is better. The platform template always carries the hotel’s full name, and ends with Prepared on behalf of the Hotel by — your name and email — so the client knows who sold it; a hotel with a logo on file (Coach → Hotel setup) gets its own version with the logo the first time one is sent. For a meeting, the room rental on the document is the rental you typed on the proposal, or the rate if the rental box was empty. Sent it from your own mail instead? Press I sent the agreement myself (it asks first — nothing goes out from the tool); pressed it by mistake, Undo on the card puts the deal back to accepted. Need a different rate? Send back puts it in front of your lead with your note. The deal then reads Agreement sent and updates itself when it comes back signed electronically — and you, your lead and the agreements mailbox (if the owner set one) get one email with the signed PDF; signed on paper, press Mark signed.

Countersigning (Oct 27)

Under the preview, Countersigned after the client by is you by default — you sign as the Hotel’s authorized agent, after the client. Pick the hotel’s own signer instead when one is on file for the hotel (Coach → Hotel setup → authorized signer), or no countersignature. Change it, then press Prepare again so the signature block on the document matches. When the client signs, the deal reads Client signed — your countersignature is next with a Sign now button, and you get one email with the same link; the deal only reads signed once every signature is on it.

The card number (Oct 27)

A signed agreement opens the card block. Send credit card authorization has the client sign a form carrying the cardholder protections; that form now says plainly that RevFocused, as the hotel’s third-party booking agent, takes the card number on its own secure page and passes it to the hotel. The same email carries the client’s secure card link; the number is never typed on the document and never sent by email. The Card number line on the deal shows where things stand:

no card requested yet — Send the client the secure card link emails it (it also goes out with the authorization).
waiting for the client — the link is out; Send the link again if it was lost.
entered by the client — the brand, the last four, the expiry and the name on the card, and that the number checks out. Reveal shows the full number for 60 seconds so you can read it to the hotel or check it against what the client told you — every reveal is logged with your name and the time, and the log shows under the line. Send to the hotel emails the hotel a one-time link that opens once and expires in 72 hours. Hotel has it — delete once the hotel has entered the card in its system: the number is deleted from the platform and only the last four stay.
handed to the hotel — done; the number is no longer on file.

The number is encrypted the moment the client types it and no one can see it without the line above. Read it to the hotel or send the one-time link — never paste it into an email, a note or a message. The security code is never taken.

The booking packet (Nov 7). The moment the client enters the card, the platform sends the hotel its booking packet by itself — the signed agreement, the signed card authorization and the one-time card link — to every hotel contact on file, and tells you and your lead it went (or why it could not: the agreement not yet fully signed, or no hotel contact on file — add one on the deal and press Send to the hotel). When the hotel opens the card, the deal records it (Hotel hand-off on the card and a step on the deal's path) and you and your lead get one more email — Hotel has the card. Press Hotel has it — delete once the hotel confirms the card is in its system.

Who hears what (Oct 27). The moment you send the credit card authorization, you get a confirmation email saying who it went to and that the secure card link went with it. When the cardholder signs it, you, your lead, the agreements mailbox and the hotel's contacts on file get the signed PDF. When the client enters the card, you get an email. When the agreement itself is fully signed, the signed PDF goes to you, your lead, the agreements mailbox and the hotel's contacts. The hotel's contacts are the hotel emails on the deal, the hotel emails and authorized signer in Hotel setup, and the hotel's RevRadar View users — if none are on file, the hotel copy has nowhere to go, so enter them.

When the deposit or the card is confirmed, press Deposit / card confirmed — mark won.

If the client comes back wanting changes, Revise & resend proposal if you can work with it, or send it back to your lead for a new rate if you cannot. If it dies, Mark lost and say why in your own words — the words go on the deal as a note, and the tool files them under one of the reasons it learns from (competitor, rate too high, dates changed, no decision, other). That reason is what your lead uses to argue the next one.

The rate is only half the request. Dates, room nights, rebates and commissions are what turn an approved rate into business the hotel is happy with.

From accepted to won

The deal turns green with the cut-off, cancellation and deposit terms as accepted. Danielle phones the organizer and reads the three back to him.
Send agreement for e-signature. The deal reads Agreement sent; when the organizer signs, it reads Client signed — your countersignature is next, Danielle presses Sign now, and the deal reads signed.
The card block opens. Send credit card authorization goes out with the secure card link; the organizer signs the form and enters the card on the page. The deal reads entered by the client · Visa ending 4242.
Danielle presses Send to the hotel with the front desk's email; the hotel opens the one-time link and enters the card. She presses Hotel has it — delete, then Deposit / card confirmed — mark won, and the deal closes as won.

Sent the agreement from your own mail instead? Press I sent the agreement myself, or the deal sits on accepted and nothing moves. Signed on paper rather than electronically, press Mark signed.

Closing the loop — the two things that come back after the stay

Radar Deal Path›Closing the loop

The tool works out which tier actually worked by looking at how deals ended. Two things have to come back from you once the dates have passed, and neither can be asked for any earlier because neither number exists yet.

Room-nights picked up, on a deal that was won. Not the block you held — the room-nights that actually materialised. A 15-room block over two nights is 30 room-nights held; if 22 turned up, that is what goes in. Zero is a real answer, and it is the single most useful one the tool can learn from: a block nobody used says more about the rate than a block that filled.

What happened, on a deal that was never won. Won, lost, they declined, or you never heard back — and if it was lost, why. The reason is required, because "lost" on its own teaches nothing and "lost — rate too high" moves the percentages.

Both appear three days after the group was due to leave, in Closing the loop at the top of the page, oldest first, each one saying how late it is. They do not go away on their own. An item still sitting there after two weeks is marked, and after thirty days it says plainly that the deal is missing from every recommendation the tool makes.

That last part is the whole point. A decision with no ending recorded is not evidence of anything — the low / med / high percentages can only move on deals whose endings came back.

A church group that half turned up

Closing the loop shows The Light of the World Church · HIATLMA · Oct 2 – Oct 4 · 2 nights · 30 room-nights held, decided Medium $142, four days late.
The rooming list came back at eleven rooms a night, so 22 of the 30 materialised.
Type 22, add "block cut back after the rooming list", press Save.
It leaves the list, and Medium at $142 for that hotel in October now carries a 73% pickup against it — which is what the tool reads next time it recommends a tier for a similar group.

The demand pills

Each night in the stay grid starts with a HIGH, MED or LOW pill: that night's demand in the hotel's market, from the events on file (conferences, expos, sports, concerts, festivals) with their predicted attendance, measured against the market's own usual night — so HIGH in Odessa and HIGH in Dallas each mean "big for that market". Hover the pill for the night's biggest event. A night the feed cannot see yet (about three months out) shows no pill rather than a misleading LOW.

Follow-ups on a deal — change them when the plan changes

Every deal card has a Follow-ups block. It lists the follow-ups that are still open: the ones set for you when a proposal goes out, the reminders that appear when a deal has not moved, and any you add yourself.

Change opens a follow-up so you can move its day, reword it and add a note. Fill in Why it changed — one line — and press Save.
Done takes it off your list.
Remove asks why, then takes it away. Use it when the follow-up no longer applies (the client booked elsewhere, it duplicates another one). A reminder that the deal has not moved can be moved or marked done, not removed.
Add follow-up at the bottom sets one of your own: the day, what to do, and a note if you want one. It shows on your home list on its day.

Dates from the agreement — cut-off, deposit, rooming list, cancellation — are listed underneath. They follow the agreement and are not changed here.

Open History at the bottom of the block to see every step on the deal, newest first: when the proposal went out, when the client opened it, and every follow-up that was added, moved or removed — with who did it and the reason they gave. Your lead sees the same history.

A long stay — rates by day of the week

When more than seven nights were shopped for a deal, Rates by day of the week on the card shows one row per hotel with the average for Mon, Tue, Wed, Thu, Fri, Sat and Sun, and for all nights — first the lowest official rate, then by room type, with the type you asked for first. Rest the pointer on a figure to see how many nights it averages and their range. Every night shopped underneath still has each night and the link to the hotel's page for that night. Stays of seven nights or fewer read night by night as before.

The hotel's contract on file — load it any time

At the top of Radar Deal Path, Contracts on file shows what is kept for the hotel: its Group rooms, Corporate rate and Meeting & event contracts. Open it and press Load the hotel's contract to choose the hotel's blank contract as a Word .docx file. It is kept as the shell: on every deal of that kind from then on, the dates, the rooms by type per night, the rate, the standard terms and any special terms are written into it for you to check before it goes for signature. View shows the contract as it is kept; Replace swaps in a newer one. Use the hotel picker inside the block to load a contract for another of your hotels.

Load the blank contract — the one with empty lines for the group, the dates and the rate. A contract already filled in for an earlier client keeps that client's name and dates wherever they were typed.

You no longer have to wait for a client to accept a proposal before loading a contract, and the hotel's own contract needs no Template Terms.

Special terms — anything agreed outside the standard terms

Each deal has a box, Special terms for this contract. When something was agreed that the rate, cut-off, cancellation, deposit and inclusions do not cover — early check-in held at no charge, payment by bank transfer, a complimentary room for the group leader — type it there the way it should read in the contract and press Add. Add as many as the deal needs; Edit and Remove work until the agreement goes out.

Each open deal also shows Client contact — the name, email and phone the agreement goes to for signature, and the card link after it. If you did not have the client's email when you asked for the rate, the box says so in red and the agreement cannot be sent yet: press Add the email, type it (or press a contact listed under Already on this account — those are the ones on the account's Contacts tab in Radar Lead, and the address the proposal went to), then Save. To correct a name or address later, press Change. Every change is kept in the deal's History. In the agreement step the same box is at the top, the send button names the address it is going to, and Name of the document, as the client sees it lets you rename the document before it goes — it starts as the name of the file on the shelf, so add the group's name if you like. If you change the contact after pressing Use this one, press Prepare again so the document carries the new name and address. To correct dates, rooms, cut-off, cancellation, deposit or what is included on an accepted deal, use Edit the terms on the same card; the rate itself goes back through your sales leader.

When you send the agreement, the special terms are written into the hotel's contract as their own section, Special Terms, lettered (a), (b), (c), word for word as you typed them, above the acceptance paragraph and the signatures. They are the sixth line under Confirm before sending, so you read them back before the client does, and the preview shows them highlighted.

Your sales leader sees the special terms with the deal, and every add, edit and removal is kept in the deal's History. Once the agreement has gone out, the terms are shown as sent and can no longer be changed here.