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Scenario for Managing Property-Specific Event Quotes

This scenario provides an example of a process performed by event sales representatives. Your company may follow a different process according to its business requirements.

After capturing the customer's opportunity information, the sales representative generates quotes for each selected property so that the availability and pricing information for each property can be presented to the customer. In some cases, either the function space or the room blocks are not available for the selected property. The sales representative tries to find other accommodations within the property.

If the customer does not like the projected price, the sales representative can search for room block alternatives, or offer a discount to the customer.

During this process, the sales representative also reviews the average value of each property, performs revenue rollups by parent category and category, and checks the summary for each of the properties.

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