Page 55 - Unanet CRM: Using Publisher with Adobe InDesign

8. Press Ctrl+V.
9. Return to the Opportunity Profile Data Dictionary window.
10. Select %OppProposalDueDate% for the Proposal Due Date.
11. Press Ctrl+C.
12. Return to InDesign.
13. Select the 09/30/2022 text to the hidden character.
14. Press Ctrl+V.
15. Close the Opportunity Profile Data Dictionary window.

Part 3: Save the Opportunity Template
1. Select File > Save As. The Save As window opens.
2. Type PlanReviewSvcs_Proposal_XX in the File name field. Note: Replace XX
with your initials.
3. Select InDesign 2022 document from the Save as type dropdown.
4. Select the Save button.
5. Select File > Save As. The Save As window opens.
6. Type PlanReviewSvcs_Proposal_XX in the File name field if not prepopulated.
7. Select InDesign CS4 or later (IDML) from the Save as type dropdown.
8. Select the Save button.
9. Close the PlanReviewSvcs_Proposal_XX.indd document.

LESSON 6: OPPORTUNITY PROFILES ©2023 Unanet. All rights reserved. 55