Opportunity Templates Search List Screen

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 first creating a normal opportunity and then choosing to save it as a template. Once a template has been created in this manner, it can be located using the Opportunity Templates Search List screen. From there it can be selected to display the Opportunity Template screen from which the template can be edited. Opportunity templates are also available when creating new opportunities to be selected as the basis for the new opportunity.

The Opportunity Templates Search List screen behaves like other allowing you to display and filter information to provide the most value in various situations.