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Siebel Correspondence, Proposals, and Presentations Guide > Presentations > Creating a Presentation (End User)Because presentations can include details about an account or an opportunity, presentations can be created from either the Accounts screen or the Opportunities screen. This task is a step in Process of Generating Presentations (End User).
NOTE: To generate a presentation using an alternate template, click New in the Presentation list and complete the necessary fields in the form. |
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Siebel Correspondence, Proposals, and Presentations Guide |