Opportunity Templates can be used to quickly create individual Opportunities that are alike but occur on different dates. For example, if you need office help three days a week, you would create an Opportunity Template that would allow you to create Opportunities on the selected dates. You would use this to keep from creating an individual Opportunity each time you needed office help.
Creating Templates to Manage Opportunities Print
Modified on: Mon, Jan 27, 2020 at 8:04 AM
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