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Generating Quotes from Recurring Events

Quotes cannot be generated from parent recurring opportunities, because a sales representative must be able to generate quotes, orders, and event checks for each individual event at the time the event occurs, and there may be time gaps between events in a recurring opportunity. Quotes can be generated, however, for individual events in a series of recurring events from the Sub Opportunities view.

For more information about generating quotes from recurring events, see Managing Recurring Events.

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