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Scenario for Finalizing a Quote, Managing Turnover, and Confirming Event Details

This topic gives one example of how the functionality for finalizing a quote, managing turnover, and confirming event details might be used. You might use the functionality for finalizing a quote, managing turnover, and confirming event details differently, depending on your business model.

A customer reviews multiple property quotes with a sales representative, and decides that one quote is acceptable. The sales representative generates an agreement for the quote and sends the agreement to the customer for final approval.

The customer signs the agreement and returns it to the sales representative, who changes the status of the quote to Definite. All other quotes associated with the opportunity are automatically marked as turndown when the status of a selected quote is set to Definite.

The sales representative completes the Turnover checklist, changes the status of the quote to Submitted, and submits the Turnover checklist to the events director. As a result, the Turnover checklist is automatically sent to the events director, and the turned-over quote appears on the director's home page.

The events director accepts the turnover and then chooses the events team, designating one team member as the event manager. The event manager discusses and confirms details with the customer, and begins some event preparations before starting the ordering process.