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Roadmap for Finalizing a Quote and Managing Turnover

The following list shows tasks and processes typically performed by the sales representative and event director when finalizing the quote and managing turnover tasks for a hospitality event. These tasks and processes are performed after a final quote is selected.

To finalize a quote and complete the turnover, perform the following tasks and processes:

1. Generating an Agreement from the Quote
2. Setting an Event Quote Status to Definite
3. Completing and Submitting the Turnover Checklist
4. Reviewing the Turnover Checklist
5. Process of Gathering and Confirming Event Details