Opportunity Templates

Create opportunity templates to streamline your workflow and save time!

With Opportunity Templates, you can create a standard list of items that can be converted into an opportunity whenever it is needed.

For example, you may have a template for a 100-person corporate event, 50-person wedding or 10,000-person festival. You can create an opportunity directly from these templates, allowing you to save time with adding to the items list.

You can create an opportunity from these templates, with all the products and information ready to make changes to the pricing, dates, and customer.

For more information, you’re welcome to view our Opportunity Template guide on this link:
Opportunity Templates