Estimating - Opportunity Templates
- 27 Jul 2022
- 2 Minutos para leer
- Impresión
- PDF
Estimating - Opportunity Templates
- Actualizado en 27 Jul 2022
- 2 Minutos para leer
- Impresión
- PDF
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Opportunity Templates Search List Screen
An opportunity template enables you to create and save an opportunity search that serves as a base template available to use by other users within their company. Any opportunity that is saved as a template can be accessed from the Opportunity Template Search List screen.
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Navigate to the Opportunity Templates by going to Estimating and selecting Opportunity Templates. |
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Export to PDF can be accessed by first navigating to Print Screen from the More menu and then scrolling to Save as PDF from the Destination field and clicking Save. |
1. Search for an existing opportunity template. |
2. Advanced Search functions (filter, display, sort, and group information) are now located on the same screen. |
3. The following options can be accessed under the More menu: Save As My Default, Reset Advanced Search, Print Screen, Export to Excel (Current View), Export to Excell (All View). |
Opportunity Template Details Screen
You can define and change the default information that is required from a user when they are creating an opportunity. Click here for more details.
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1. Add a New opportunity template. |
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3. Click on the Division hyperlink to be directed to the Lists Search List screen of the Application section of the Administration menu. |
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7. Add or Remove Tags. ![]() |
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