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Adding a Function Agenda and Line Items to an Event Opportunity

After an opportunity is created, the event sales representative can enter the proposed agenda and line item information for the opportunity using the Opportunity screen's Function Agenda view, and Agenda Line Items subview.

Because this activity occurs at the beginning of a sales stage, event sales associates typically have not yet identified the property's specific function space or catering items that need to be quoted. However, they can enter sample agenda items and subfunctions, the estimated capacity (how many individuals are planning to attend the event), and general catering requirements for each of the functions planned for the event.

This section includes the following topics and is a step in Process of Capturing Hospitality Opportunities.

Siebel Hospitality Guide