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Attach document templates to opportunity types

You can now attach document templates to the definition of each opportunity type. When a new opportunity is created, the appropriate new documents are created with it to be edited and saved with the opportunity.

In This Section

Attaching document templates to an opportunity type

See Also

Opportunities changes

Action plan stages are numbered

Mark multiple notes as complete

Leave fields unchanged when changing Opportunity stages

Drop-down lists added to Opportunity creation

Relate Action Plan templates to Opportunity Types

New OpportunityCreator security role

Create a new opportunity from customer portfolio

Copy an Action Plan

Manager automatically assigned to opportunity

Attach documents to opportunity emails

Delete multiple Opportunities from Opportunity List

Differentiate imported opportunity descriptions

Company Name displayed as Opportunity Contact

Task dates now checked for discrepancies

Task window displays opportunity name

Rename the Prospect field

Email notification must have assignee


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