Opportunity template

[Former Member]

Hi,

Is it possibly to create opportunity templates as you can do with leads/activities? We frequenlty create opportunities containing the same line items per sales org.

Thanks,

Kevin

[Former Member]

Hi Vanessa,

Oh well, thanks for the response anyway. I think we might create lead templates and follow-on from that..

thanks again

kevin

[vanessa_donegan]

Hi Kevin,

Unfortunately the functionality of templates for opportunities is not available, its only possible to copy from an existing transaction.

Sorry for the bad news!

Kind regards,

Vanessa