Siebel Hospitality Guide > Capturing Hospitality Opportunities >
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
- Navigate to the Opportunities screen, then the List view.
- In the Opportunities list, query for and select the required opportunity.
- Click the menu button, and select Create Generic Template.
The template appears in the Generic list in the Event Templates screen.
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