Siebel Hospitality Guide > Managing Property-Specific Event Quotes > Adding Details to an Event Quote >

Adding Quote Notes

The sales user can attach property-specific notes to the quote using the quote's Notes view. Notes can be designated as private, only accessible by the creator, or public, accessible by the entire events planning team.

This task is a step in Adding Details to an Event Quote and Process of Managing Property-Specific Event Quotes.

To add notes to a quote

1. Navigate to the Quotes screen > List view.
2. In the Quotes list, query for the quote record.
3. In the Quote record, click the link in the Name field.
4. Click the Notes view tab, and choose Public Notes or Private Notes from the visibility filter.
5. In the Notes list, add a record and add the note text in the Description field.
6. Save the record.