Adding Functions to a Quote
You can associate functions with a quote by following this procedure.
To add a function to a quote
Navigate to the Quotes screen, then the List view.
In the Quotes list, query for and select the quote record.
In the Quote record, click the link in the Name field.
Click the Functions view tab.
In the Functions list, add a record and complete the fields, as required.
Some fields are described in the following table.
Field Comments Function Space
This is a multi-value group field. In this field, you can enter details about the function space, such as whether or not it is the primary space, whether or not backup is required, the booking type, the setup style, and the inventory status of the space.
Function Status
This field is automatically populated with a value of Prospect. You can change this value as required to indicate whether or not the function is to go ahead.
For a description of other function fields, see Adding a Function Agenda and Line Items to an Event Opportunity.