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Siebel Hospitality Guide > Managing Property-Specific Event Quotes > Applying a Property-Specific Event Template to a QuoteWhen a quote has been created, you can apply a property-specific event template or the format of an existing quote to the new quote to define standard information about that quote. For example, there may be an event template for a wedding at the Grand Hotel, where there are a number of standard functions and room blocks that are used for the wedding. The sales representative might then apply this template, which applies the property's specific details for a wedding to the quote. When you apply an event template to a quote, you overwrite the existing information in the quote with information contained in the template. For information about creating an event template, see Defining Event Templates. This section includes the following topics, and is a step in Process of Managing Property-Specific Event Quotes. To apply a property-specific event template to a quote
NOTE: Event templates may be applied to opportunities for nonparticipating properties. Creating an Event Template from a QuoteIf the information defined in a quote could be useful when creating future event quotes, you can create a template from the existing quote. |
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