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Process of Creating Recurring Events

This topic lists the tasks typically performed by sales representatives when managing recurring events. Your company may follow a different process according to its business requirements.

To manage recurring events, perform the following procedures:

• Creating Recurring Events
• Creating the Recurring Opportunity
• Creating Subopportunities
• Setting the Recurrence Details
• Generating Quotes for Recurring Events
• Generating Subopportunity Quotes
• Compiling Aggregate Quotes
• Compiling What-If Aggregate Quotes
• Completing an Aggregate Quote Evaluation
• Performing a Price Override for Room Blocks Associated with an Aggregate Quote
• Changing the Projected Property
• Submitting an Aggregate Quote for Evaluation