Applying a Task Template to an Opportunity

Once a Task Template is created, it can be applied to an Opportunity.

Applying a Task Template

1. Open the Opportunity in the CRM tab.

2. Select Tasks from the left-hand panel.

3. Click on the green arrow to apply the Task Template.

4. Select the Task Template from the list and click Choose.

5. All your tasks will be applied to the Opportunity.

6. The due dates will be based on the Offset Dependency assigned when you created the Task Template. Refer to Creating a Task Template.