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Roadmap for Finalizing a Quote and Managing Turnover
The following list shows tasks and processes typically performed by the sales representative and event director when finalizing the quote and managing turnover tasks for a hospitality event. These tasks and processes are performed after a final quote is selected. To finalize a quote and complete the turnover, perform the following tasks and processes:
- Generating an Agreement from the Quote
- Setting an Event Quote Status to Definite
- Completing and Submitting the Turnover Checklist
- Reviewing the Turnover Checklist
- Process of Gathering and Confirming Event Details
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