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Process of Finalizing a Quote and Managing Turnover
The following list shows tasks typically performed by the sales representative and event director when finalizing the quote and managing turnover tasks for a hospitality event. These tasks are performed after a final quote is selected. End-User Procedures
To finalize a quote and complete turnover tasks, end users perform the following tasks:
- Generating an Agreement for the Quote
- Setting an Event Quote Status to Definite
- Completing and Submitting the Event Turnover Checklist
- Reviewing and Accepting or Rejecting the Turnover
- Gathering and Confirming Event Details
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