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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 opportunity

1. Navigate to the Opportunities screen, then the 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.