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Process of Finalizing a Quote and Managing Turnover

The following list shows tasks typically performed by the sales representative and event director when finalizing the quote and managing turnover tasks for a hospitality event. These tasks are performed after a final quote is selected.

End-User Procedures

To finalize a quote and complete turnover tasks, 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 (Event Manager)
5. Gathering and Confirming Event Details