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Roadmap for Managing Property-Specific Event Quotes

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

NOTE:  Before performing the procedures and processes listed in this roadmap, complete the procedures in Capturing Hospitality Opportunities.

To manage property-specific event quotes, perform the following tasks and processes:

1. Generating an Event Quote
2. Generating Quotes from Opportunities
3. Generating Quotes from Recurring Events
4. Generating Quotes from Host-Affiliate Opportunities
5. Modifying an Event Quote
6. Changing the Sales Manager and Event Manager for a Quote
7. Changing Multiple Event Quotes
8. Applying a Property-Specific Event Template to a Quote
9. Creating an Event Template from a Quote
10. Adding Details to an Event Quote
11. Managing Functions Associated with Quotes
12. Adding Nonfunction Line Items to a Quote
13. Managing Event Room Block Information in Quotes
14. Process of Reviewing Quote Details
15. Reviewing Quote Discounts
16. Reviewing Revenue Estimates for Quote Functions
17. Reviewing Macro Estimates for Quotes
18. Viewing the Quote Event Calendar
19. Analyzing Quotes, Functions, and Room Blocks with Charts
20. Process of Managing Meeting Packages in a Quote