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Process of Finalizing a Quote and Managing Turnover

This topic lists the tasks typically performed by sales representatives and event directors when finalizing a quote and managing turnover tasks for an event. These tasks are performed after a final quote is selected. Your company may follow a different process according to its business requirements.

To finalize a quote and manage turnover tasks for an event, perform the following procedures:

  1. Generating an Agreement for the Quote
  2. Setting an Event Quote Status to Definite
  3. Completing and Submitting the Event Turnover Checklist
  4. Reviewing and Accepting or Rejecting the Turnover
  5. Gathering and Confirming Event Details
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