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Adding Historical Opportunities to an Event Template

The following procedure details how to add historical opportunities to an event template. Historical opportunities associated with an event template will be associated with any opportunities to which the template is applied. For more information about adding historical opportunities, see Entering Historical Data in the Histories Screen (User).

NOTE:  Historical opportunities can only be added to generic event templates.

This task is a step in Process of Creating Event Templates.

To add a historical opportunity to an event template

1. Navigate to the Event Templates screen and click the Generic link.
2. In the Generic Template list, query for and select the required template.
3. Click the link in the Name field, and then click the Histories view tab.
4. In the Histories list, click New.

   A new historical opportunity record appears in the list.

5. In the Opportunity field of the historical opportunity, click the multiple select button.

   The Add Historical Opportunities dialog box appears with a row of query fields.

6. Enter query criteria for the historical opportunities to associate with the event template, and click Go.

   The Add Historical Opportunities dialog box displays those historical opportunities that are visible on the Histories screen, and that meet the query criteria you entered.

7. Do one of the following:
   • Select an existing historical opportunity to associate with the event template and click OK.
   • Create a new historical opportunity by clicking New, completing the fields in the Add Historical Opportunities dialog box, and clicking Save.

     The opportunity you selected or created appears in the Historical Opportunities list.

8. To view details of a historical opportunity such as associated quotes, functions, and room blocks, drill down on the Opportunity field.

   Siebel Hospitality displays details of the opportunity in the Histories view.