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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 can 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.

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

This topic is a step in Process of Capturing Hospitality Opportunities.

To apply an event template to an opportunity

1. Navigate to the Opportunities screen, then the 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.

   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	Select to overwrite the information in the More Info form and the Room Block Info view with the information contained in the template.
   Functions	Select to copy all functions in the template to the new opportunity.
   Sub Functions	Select to copy all subfunctions in the template to the new opportunity.
   Line Items	Select to copy all line items for functions and subfunctions in the template to the new opportunity.
   Room Block Line Items	Select to copy all sleeping room blocks in the template to the new opportunity.
   Histories	Select to copy all historical records associated with the event template from the template to the opportunity.
   Properties	Select to copy all property information from the template to the opportunity.