Siebel Hospitality Guide > Managing Property-Specific Event Quotes > Adding Details to an Event Quote >
Managing Functions Associated with Quotes
When the sales user clicks Generate Quote, function records are automatically created with fields populated and hierarchical relationships defined. This task is a step in Adding Details to an Event Quote and Process of Managing Property-Specific Event Quotes. To validate functions and function line items associated with a quote
- Navigate to the Quotes screen > List view.
- In the Quotes list, query for the quote record.
- In the Quote record, click the link in the Name field.
- In the Quotes Functions list, select the function and verify function information.
- In the Function Line Items list, verify line item information.
To add functions and line items to a quote
- Navigate to the Quotes Screen > List view.
- In the Quotes list, query for the quote record.
- In the Quote record, click the link in the Name field.
- In the Functions list, add a record, complete the fields, and save the record.
- Scroll down to Line Items and add additional line items if necessary.
For a description of Function and Function Line Item field values, see Adding a Function Agenda and Line Items to an Event Opportunity.
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