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Adding Properties to an Event Template


The following procedure details how to add properties to an event template. Properties associated with an event template will be associated with any opportunities to which the template is applied. For more information about adding properties, see Adding Property Records.

NOTE:  Properties can only be added to generic event templates.

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

To add a property 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 Properties view tab.
  4. In the Property list, click New.

    A new property record appears in the list.

  5. In the Property field of the new record, click the single select button.

    The Pick Property dialog box appears.

  6. Click Query and enter query criteria for the properties to associate with the event template, and click Go.

    The Pick Property dialog box displays a list of properties that meet the query criteria you entered.

  7. Select a property to associate with the event template and click OK.

    The property you selected appears in the Property list.

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