Create Opportunity Templates

Opportunity templates provide a basis for creating new opportunities based on information for opportunities you have created in the past.  Opportunity templates are created by creating an opportunity in the normal way using the Opportunity Screen and then choosing to save it as a template.  Once a template has been created in this manner, it can be edited using the Manage Opportunity Templates option or selected as the basis for creating a new opportunity.

Opportunity templates cannot be deleted or disabled in Aspire.  To prevent opportunity templates from being available to create new opportunities, remove all branches from the opportunity template.