Opportunity Template Screen
  • 07 Feb 2024
  • 1 Minuto para leer
  • PDF

Opportunity Template Screen

  • PDF

The content is currently unavailable in Spanish. You are viewing the default English version.
Resumen del artículo

The Opportunity Template screen allows you to specify default information that will be filled into a newly created opportunity based on the template. This screen is accessed by selecting a template from the Opportunity Template Search List screen.

It behaves the same as the Opportunity screen except that instead of modifying an opportunity, you are modifying a template upon which new opportunities may be based. For field descriptions, see the Opportunity screen.



¿Te ha sido útil este artículo?

Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.
ESC

AI Search, que facilita el descubrimiento de conocimiento a través de la inteligencia conversacional