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

Creating Attachments for a Quote


The sales user uses the Quote Attachments view to create attachments during the quoting phase.

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

To add attachments 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 Attachments view tab.
  5. In the Attachments list, click either New File or New URL.
  6. Associate the file and save the record.
Siebel Hospitality Guide