Page 52 - Unanet CRM: Using Publisher with Adobe InDesign

LESSON 6: OPPORTUNITY PROFILES

Learning Objectives

Explain how to create an InDesign Opportunity Document with Unanet CRM data.
• Explain how to create an Opportunity Profile template.
• Recall how to upload an Opportunity Profile template to Unanet CRM.
• Explain how to create and generate an Opportunity Profile Document with CRM
data.

Introduction

Unanet CRM’s Publisher 4.0 module generates Opportunity records, such as letter
proposals, cover letters, and proposal covers as Adobe InDesign files.

We recommend marking up a hard copy of your existing document with the Unanet
CRM field names for each piece of data. This is a helpful reference document when you
build your template.

Note: If you would like the template to auto-add additional pages when text overflows,
set your primary text frame and place your variables in the primary text frame set to
auto-add pages.

LESSON 6: OPPORTUNITY PROFILES ©2023 Unanet. All rights reserved. 52