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Applying an Event Template to an Opportunity

After an opportunity has been created, you can apply an event template or the format of an existing opportunity to the new opportunity to define standard information about that opportunity. For example, you can apply an event template for weddings, where there are a number of standard functions and room blocks that are used for the wedding. Using event templates may reduce the amount of time it takes to create the opportunity.

When you apply an event template to an opportunity, you overwrite the existing information in the opportunity with information contained in the template. For information about creating an event template, see Defining Event Templates.

This section includes the following topics and is a step in Process of Capturing Hospitality Opportunities.

To apply an event template to an opportunity

1. Navigate to the Opportunities screen > Opportunities List view.
2. In the Opportunities list, query for and select the opportunity.
3. Click the menu button, and select Apply Event Template.
4. In the Pick Event Template/Opportunity dialog box, complete the fields, and click OK.

   NOTE:  All of the flags described in the following table are selected by default.

   The following table describes some of the fields.

   Field	Comments
   Template/Opportunity	Provides a list of all generic event templates and existing opportunities that can be applied as a template to the new opportunity.
   Arrival Date	Specify an arrival date for the event.
   Header	If you select this check box, the information contained in the More Info form of the new opportunity and the information contained in the Room Block Info view is overwritten by the information contained in the template.
   Functions	If you select this check box, all functions in the template are copied to the new opportunity.
   Sub Functions	If you select this check box, all subfunctions in the template are copied to the new opportunity.
   Line Items	If you select this check box, all line items for functions and subfunctions in the template are copied to the new opportunity.
   Room Block Line Items	If you select this check box, all sleeping room blocks in the template are copied to the new opportunity.

NOTE:  Event templates may be applied to opportunities for nonparticipating properties.

Creating an Event Template from an Opportunity

If the information defined in an opportunity can be used as an event template, you can create a template from that opportunity.

To create an event template from an existing opportunity

1. Navigate to the Opportunities screen > Opportunities List view.
2. In the Opportunities list, query for and select the required opportunity.
3. Click the menu button, and select Create Generic Template.

   The template appears in the Generic list in the Event Templates screen.