Creating an Event Opportunity for Multiple Days/Events
Creating the Opportunity Record
When you create the opportunity, select the record-type: Event Opportunity
Step 1 - Enter the required information and select the Event Quote Template type: Multiple Days/Events as circle below:-
Step 2 - Add your products (e.g. First Responder, Event Commander, etc.)
Click on the related-list: Products which is located on the right-hand side of the screen and Add Products. This should default to the correct Price-Book being: St John 2017 - QLD
Select your products as shown: (select the products for the first event or first day of the event only at this stage):
Step 3 - Click on Next and add the following information to the product items:-
- Hours (the number of hours required per person per day/event)
- Staff Number (the number of resources (volunteers) required for that role on that day/event)
- Quantity (the total number of hours required for that role for that day/event)
E.g: 2 x First Responders are required for the 1st day of the event for a duration of 10hrs each = Quantity of 30
Step 4 - Scroll across and complete the Line Description field for each line entry. Whatever you enter in this field will also appear on the quotation. Therefore, be mindful of the naming convention.
E.g. If you're providing a quote for a multi-day event, enter: Event Name + Location + Date
Repeat steps 2-4 to add all remaining products for each day/event that you want included in the quotation and then your list of products should be laid out similar to the example below:
Go back to your Opportunity record and click on the quick-action button located in the top-right corner of the opportunity:"Generate Event Quote" and the Event Quote Multi Days/Events quote should appear on the page.
I recommend downloading & previewing the document prior to emailing it to the customer.
The finished quotation should look like this: