|
|
Evaluation Status |
The status of the evaluation. Set the value in the Evaluation Status field to Not Applicable. |
Evaluation Due Date |
The date by which the evaluation is to be completed. |
Commission |
(Optional) The commission earned for this quote. You may add a number of different commission records for different services rendered during the quote phase. Using the select button in the Commission records field, you can associate new and existing commission records with the evaluation. When creating new records, you can only enter either a commission amount or commission percentage. |
By Pass |
Select this check box if you want to bypass the quote evaluation, and do not wish to complete an evaluation of the quote. |
Value Rating |
Provide a rating for the value of the quote. |
Incremental Revenue Source |
(Optional) Can be used to indicate if there is to be an incremental source of revenue arising from the quote. Using the select button in the Increment Revenue Source field, you can associate new or existing revenue source records with the evaluation. |
Historical Quote Name |
(Optional) The name of a quote made previously. Historical quotes allow the revenue manager to reference the revenue brought in by a customer at other properties. Using the select button in the Historical Quote Name field, you can associate other historical quotes with the evaluation. |
Complexity Rating |
A rating for how complex this quote was to create and develop. |
Potential Future Business |
The details (if available) on how future business with the customer could be developed. |
Event Manager |
The user ID of the event manager. |
Sales Manager |
The user ID of the sales manager. |
Manager Comments |
This is a multi-value field, so that iterations of the quote between the sales manager and the event manager can be tracked. Using the select button in the Manager Comments field, you can enter managers' comments. |
Comments Summary |
Any relevant evaluation comments about the quote if necessary. |