Page 59 - Unanet CRM: Using Publisher with Microsoft Word

Activity 6.3 – Uploading an Opportunity Template

In this activity, you will upload an Opportunity template to Publisher 4.0.

Activity Steps

1. Select the Publisher Manager link.
2. Select Template Administration > Opportunity Profile. The Opportunity
Profile Administration page opens.
3. Select the +Upload Template link. The Upload Opportunity Profile Layout
Template window opens.
4. Type Standard_Plan_Review_Proposal_XX in the Template Name field.
5. Select the Choose File button. The Open window opens.
6. Select the PlanReviewSvcs_Proposal_XX.docx file.
7. Select the Open button.
8. Type Standard plan review services letter proposal with subtasks in the
Instructions field. Note: You can also associate the Opportunity template with a
particular office, practice area, or territory. This allows users to filter the choices
when selecting a template.
9. Select the Save button. The Template is added to Publisher 4.0.

Create an Opportunity Profile Record

Use Publisher 4.0 to generate and store Opportunity Profile records such as letter
proposals, cover letters, and proposal covers populated with your Opportunity data.

Once you create an Opportunity Profile record, users can access the record from the
Publisher documentation grid.
Note: If you generate an Opportunity document, such as a letter proposal, and later
make edits, we recommend you upload a pdf of your final Opportunity documents to the
Opportunity record for future reference.

Activity 6.4 – Creating a Letter Proposal
In this activity, you will create and generate a letter proposal.

Activity Steps

Part 1: Create a New Letter Proposal
1. Select the Publisher Manager link.
2. Select Create Document > Opportunity Profile.

LESSON 6: OPPORTUNITY PROFILES ©2023 Unanet. All rights reserved. 59