1.After starting the Quote from one of the options described above, the first page of the Event Quote Creation Wizard will open.
2.After you move past the first page of the wizard, there are several different pathways you can follow, depending on the creation method you select, whether you are using a new or existing Opportunity, whether you started the Quote from a Calendar, and so on.
3.The sub-steps below will describe the various possibilities, but remember that your wizard pathway may not visit all of the described pages, depending on your selections. You can follow these links to view the steps relevant to your Event Quote process.
c.Enter/Update Opportunity Information
d.Location/Date Booking Selection
g.Notes
h.Booked Location Default Values
4.When you are done with the Event Quote Creation Wizard, you will arrive at the Quote Screen.
