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The status of the quote evaluation changes as the revenue management evaluation progresses through various stages. For more information about the Evaluation statuses, see Submitting a Quote for Revenue Evaluation.
When the sales representative changes the status of an aggregate quote, then this change is replicated in all of the subopportunity quotes. The aggregate quote is also displayed in the Evaluations screen at this stage, as are all subopportunity quotes associated with the aggregate quote. The sales manager can access the evaluation in the Evaluation screen list. After the evaluation is submitted, the evaluation form and the quote cannot be modified by the sales representative.
After the aggregate quote has been submitted, it may be evaluated in the same manner as other quotes. For more information, see Evaluating the Event Quote.
This task is a step in Process of Creating Recurring Events.
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