Siebel Hospitality Guide > Managing Property-Specific Event Quotes >

Changing the Event and Sales Manager for a Quote

When a quote is generated from an opportunity, the Sales Manager and Event Manager information for the opportunity is transferred to the quote. However, if necessary, the sales representative can change the Event Manager and Sales Manager. If the sales representative decides to do this, then the following rules are applied to the change:

• If the sales representative picks a Sales Manager or Event Manager who is not yet on the quote team, then that person is automatically added to the team.
• If the sales representative decides to remove a person from the team that also happens to be the Sales Manager or Event Manager for the quote, then the sales representative is warned that the person that they are trying to remove has been designated as the Sales Manager or Event Manager.
• If the sales representative removes someone from the Sales Manager or Event Manager field, then the sales representative is given the option to also remove that person from the quote team.

This task is a step in Process of Managing Property-Specific Event Quotes.

To change the Sales Manager or Event Manager for a quote

1. Navigate to the Quotes screen > Quotes List view.
2. In the Quotes list, query for and select the required quote.
3. Click the link in the Name field, and click the Show More button.
4. In the Quote form, scroll down to the Manager Information section of the form, and do one of the following as required:
   • Click the select button in the Sales Manager field.
   • Click the select button in the Event Manager field.
5. In the Pick Employee selection dialog box, select the person who would like to act as the new Sales Manager or Event Manager for the quote, and then click OK.

   If there is a person already designated as the Sales Manager or Event Manager for the quote, then a dialog box is displayed asking if you wish to remove the existing person from the team.

6. Do one of the following:
   • To replace the existing manager and also remove that person from the Quote team, click OK.
   • To replace the existing manager but retain that person as part of the team, click Cancel.