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Process of Managing Property-Specific Event Quotes

The following list shows tasks end users typically perform when generating property-specific quotes for an event. Your company may follow a different process according to its business requirements.

End-User Procedures

Perform the tasks in the following procedures to manage quotes:

1. Generating an Event Quote
2. Modifying an Event Quote
3. Overriding Multiple Event Quotes
4. Adding Details to an Event Quote
5. Modifying the Arrival Date in an Event Quote
6. Adding Quote Notes
7. Creating Quote Activities
8. Creating Attachments for a Quote
9. Capturing Billing Information for a Quote
10. Capturing Booking Fee Information
11. Capturing Credit Requests for an Event Quote
12. Managing Functions Associated with Quotes
13. Managing Quote Functions from the Function Screen
14. Managing Event Room Block Information in Quotes
15. Reviewing Quote Details and Revenue Estimates
16. Reviewing Quote Summary Information
17. Reviewing Revenue Estimates for Quote Functions
18. Reviewing Average Room Block Rates
19. Reviewing All Room Block Line Items
20. Reviewing All Category Line Items