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Creating Contact Event Templates

You can create event templates that are specific to a contact, and then create an opportunity directly from the event template. This information can be useful if you want to create an opportunity for a contact that was similar to an event that the contact previously booked.

For more information about event templates, see About Event Templates.

This task is a step in Scenario for Managing Accounts and Contacts.

To create an event template for a contact

1. Navigate to the Contacts screen > Contacts List view.
2. In the Contacts list, query for and select the contact.
3. Click the link in the Last Name field, and then click the Event Template view tab.
4. Click the Generic link.
5. In the Event Templates list, create a new Event Template record, complete the fields, and save the record.
6. Click the link in the Name field to enter more specific details about the event template.
7. Enter relevant information for room blocks and functions.

   For more detailed information about creating event templates, see Process of Creating Event Templates.

To create an opportunity from a contact event template

1. Navigate to the Contacts screen > Contacts List view.
2. In the Contacts list, query for and select the required contact.
3. Click the link in the Last Name field, and then click the Event Template view tab.
4. Click the appropriate link:
   • If you want to create an opportunity from a generic event template for the contact, click the Generic link.
   • If you want to create an opportunity from a property-specific event template for the contact, click the Property Specific link.
5. In the Event Templates list, select the required event template, and click Create.
6. In the Pick Event Template/Opportunity dialog box, complete the fields, and click OK.

   For more information about these fields, see Applying an Event Template to an Opportunity and Applying a Property-Specific Event Template to a Quote.