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EventPro Software User Manual

Breadcrumb Trail: Quote Management

Find & View Quotes

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There are several locations in EventPro in which you can find and view Event Quotes.

All Event Quotes are displayed in the CRM/Sales > Event Quotes > Event Quote List.

You can use the command under CRM/Sales > Event Quotes to view Recently Accessed quotes.

You can use the Find Event Quote command to search for a specific quote.

When viewing an Event Quote in the Quote Screen, you can move through the list of Quotes/Revisions using the First/Previous/Next/Last navigation buttons in the top ribbon. You can select an option from the By Quote # - By Client/Date - By Date button drop-down to change how the records are listed.

An Opportunity's linked Quotes are contained under the Opportunity's Event Quotes tab.

If viewing the Opportunity List in the split-screen layout, the selected Opportunity's quotes are displayed in the Event Quotes tab of the edit form panel.

In an Event, the linked Event Quote is displayed under the Opportunity tab of the Edit Event Window.

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