Page 57 - Unanet CRM: Using Publisher with Microsoft Word

2. Select Template Administration > Opportunity Profile. The Opportunity
Profile Administration page opens.
3. Select the Document Data Dictionary link. The Opportunity Profile Data
Dictionary window opens.
4. Press Ctrl+F.
5. Type due in the Search field.
6. Select %OppProposalDueDate% for the Proposal Due Date.
7. Press Ctrl+C.
8. Return to Word.
9. Select the 11/30/2023 text up to the hidden character.
10. Press Ctrl+V.
11. Repeat steps 5-10 to replace data with Field Name variables.
Search Field Name Template
Contactrole %OppContactRoleClientContact% Donald Doorman
Contactrole %OppContactRoleClientContactTitle% Purchasing Director

Clientname %OppClientName% Blue Lake Facility
Address %OppClientAddress1% 6957 County Road 101 E
Address %OppClientAddress2% Suite 100
City %OppClientCity% Austin
State %OppClientStateAbbrev% TX
Zipcode %OppClientZipcode% 78741
Name %OppName% Blue Lake Office/Data Center
Plan Review Services
Oppcontact %OppContactRoleClientContactFirstName% Donald
Description %OppDescription% Background and Scope of
Services text
Fee %OppFirmEstimatedFee% 85,000
Staff Team %OppStaffTeamProjectEngineer% Joseph Engineer
Staff Team %OppStaffTeamProjectEngineerTitle% Engineer II
StartDate %OppEstimatedStartDateMY% 12/13/2023

Leadbus %OppStaffTeamLeadBusinessDeveloperOffice (800) 505-7489
Phone%
Leadbus %OppStaffTeamLeadBusinessDeveloperOffice NKegger@UnanetAEC.com
Email%
Leadbus %OppStaffTeamLeadBusinessDeveloper% Nolan Kegger
Leadbus %OppStaffTeamLeadBusinessDeveloperTitle% Principal in Charge
12. Press Ctrl+F. The Navigation panel opens.
13. Select the dropdown arrow > Advanced Find. The Find and Replace window
opens.
14. Select the Replace tab.
15. Type Blue Lake Facility in the Find what field.

LESSON 6: OPPORTUNITY PROFILES ©2023 Unanet. All rights reserved. 57