This guide will outline how to send a quote for an event opportunity.

This guide assumes you have already accessed the opportunity, if you have not done so please complete a search first.

In the related column, scroll down to contact roles.

Check name(s) have been added as a contact.

Check that one of the contacts is a primary contact.

Add contact roles, if required.

Click on the arrow next to the closed-lost tab

Select generate event quote from the drop-down menu.

a: Select the contact from the drop-down menu.

b: Select the correct Doc Gen Package

Select delivery method

a: Select the delivery method, either email document OR download

Under most circumstances you will e-mail directly.

Click on run

Please refer to this guide for details

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