Modifying an Event Quote

After a quote is created, the sales representative can update certain quote information such as the quote name or sales status from the Opportunity Quotes view.

Caution: When modifying a quote, make sure that you are on the sales team that is associated with the quote. In other words, make sure your name is on the list in the Sales Team field of the quote record. Not doing so can lead to unpredictable and undesired results.

For example, suppose you select an opportunity with an associated sales team that does not include you. The selected opportunity has an associated room block, which in turn has room block line items. If you change the Arrival Date of the opportunity, you cannot access the functionality for selecting Update Dates or Update Day Numbers to specify how to apply the change to associated records. Consequently, the change to the Arrival Date is not propagated to the Date fields on the room block line items.

This task is a step in Roadmap for Managing Property-Specific Event Quotes.

To modify an event quote

1. Navigate to the Opportunities screen, then the List view.

2. In the Opportunities list, query for and select the opportunity.

3. In the opportunity record, click the link in the Opportunity Name field.

4. Navigate to the view or subview appropriate to the modification you want to make:

   • To modify the opportunity quotes, click the Quotes view tab.

   • To modify subopportunity quotes, click the Sub Opportunities view tab, and then click the Sub Opportunity Quotes link.

   • To modify affiliate quotes, click the Affiliate Opportunities view tab, and then click the Quotes link.

5. In the Quotes list, select the quote and revise the quote information as required.

   The following table describes some of the fields in the quote record.

   Field	Comments
   Quote Name	The quote name. This field is automatically populated with the name of the opportunity but can be changed if required. Click the Quote Name link to navigate to the Quote screen, Functions view.
   Quote #	System-generated unique value. Click the Quote # link to navigate to the Quote Room Blocks view, where room block items can be added and item attributes defined.
   Total	Total estimated revenue (rollup).
   Property	The property associated with the quote.
   Sales Status	When a quote is generated, the default sales status is Prospect. This value can be changed to Hold, Customer Approved, Adjusted, T1, T2, and so on to reflect the actual sales status of the event opportunity.
   Arrival Date	The start date for the event at the property.
   Departure Date	The end date for the event at the property.
   # of Nights	Calculated from values in the Arrival Date and Departure Date fields.
   Do Not Override	When selected (default), indicates that the quote is not subject to an override action.
   Post as Name	The name by which the event is posted.
   Decision Date	The date by which the customer must make a decision. The value in this field is copied from the opportunity, but can be changed.