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Activating and deactivating opportunity templates

You can activate and deactivate opportunity templates. Activate an opportunity template when you want to make it available to users when they create new opportunities in NexJ CRM. Deactivate an opportunity template when you no longer want users to create opportunities based on it.

When an opportunity template is deactivated, opportunities created using the template will still remain in the system.

To activate or deactivate an opportunity template:

  1. Navigate to the Customize workspace.
  2. In the Opportunity Management tab, click the Templates subtab.
  3. In the templates list, click the Action button for the desired opportunity template, then select Activate or Deactivate. The opportunity template's status is set to Active or Inactive based on your selection.

The opportunity template is activated or deactivated as specified.