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Managing Functions Associated with Quotes


When the sales user clicks Generate Quote, function records are automatically created with fields populated and hierarchical relationships defined if the function has been defined at the opportunity stage.

However, for nonparticipating properties, only the generic agenda is replicated and appears in the quote's Function Line Items view. No mapping to property specific function space occurs. For more information about nonparticipating properties, see Managing Nonparticipating Properties.

This section contains the following topics, and is a step in Process of Managing Property-Specific Event Quotes.

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