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Creating the Recurring Opportunity

The recurring event is created in the Opportunities List in the same manner as other opportunities.

This task is a step in Creating Recurring Events.

To create a recurring event

  1. Navigate to the Opportunities screen > Opportunities List view.
  2. In the Opportunities list, create a new record, and select Recurring for the record's Relationship Type.
  3. Complete the remaining fields, and save the record.

    For more information on these fields, see Creating Hospitality Event Opportunities.

NOTE:  When you create a recurring opportunity, you cannot select a Property, create a function agenda or create a room block for the opportunity. However, you can do this for the opportunity's subopportunities. Also, it is not possible to generate a quote for the opportunity. Instead, quotes must be generated for its subopportunities.

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