Siebel Hospitality Guide > Managing Property-Specific Event Quotes >

Generating Quotes from Opportunities

Property-specific quotes can be generated from ordinary opportunities. Perform the following procedure to generate a property-specific quote.

If you generate quotes that are associated with multiple properties, you can select the Change Projected Properties menu item on the Opportunities screen and then select a property to see the revenue that is associated with that property in the Revenue field of the Opportunities screen.

This task is a step in Roadmap for Managing Property-Specific Event Quotes.

To generate a quote from an opportunity

1. Navigate to the Opportunities screen, then the List view.
2. In the Opportunities list, query for and select the opportunity.
3. In the Opportunity record, click the link in the Opportunity Name field.
4. Click the Properties view tab, and in the Properties list, create a new record.
5. In the Add Properties dialog box select the property, and then click OK.

   The property appears selected in the Properties list.

6. (Optional) Select additional properties.
7. (Optional) To omit availability checks, in the Properties list, click Bypass.
8. Click Create Quote.

   One or more quotes are created, depending on the following factors:

   • How many sets of arrival and departure dates are associated with each property. For more information about the relationship between quotes and property dates, see Quotes and Property Dates.
   • Whether Siebel Hospitality is configured to generate quotes for the selected properties (the default) or for all properties. For information about controlling the relationship between quote generation and property selection, see Generating Quotes for All Opportunity Properties.

     If you create multiple quotes, the quotes for the primary property are created first, and then all other quotes are created.

     The Opportunity Quotes view appears.