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Setting Up Event Templates for Histories and Futures (Administrator)


Administrators can set up event templates to apply to opportunities, including historical and future opportunities. Event templates contain generic information that can be applied to opportunities created by users. This generic information can include associated function, room block, historical opportunity, and property records. For more information about setting up event templates, see Process of Creating Event Templates.

This task is a step in Process of Setting Up Histories and Futures Data.

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