Page 60 - Unanet CRM: Using Publisher with Microsoft Word

3. Type Blue Lake Office/Data Center Plan Review Services_XX in the
Opportunity Profile Name field.
4. Type Blue Lake in the Opportunity Search field.
5. Select Blue Lake Office/Data Center Plan Review Services from the list of
returned results.
6. Select the Save button.

Part 2: Select the Layout
1. Select the Select link in the Selected Layout (Body of your Document)
section. The Select a Layout window opens.
2. Select the Standard_Plan_Review_Proposal_XX radio button.
3. Select the Save button. A warning message displays.
4. Select the OK button.

Part 3: Generate the Document
1. Select the Generate Document button.
2. Select the docx link to download the Opportunity document.
3. Select Open on the Download bar. The Opportunity document opens in Word.
4. Press Ctrl+F. The Navigation pane opens.
5. Type % in the Search field. There are no results. This indicates that Publisher
populated all the variables with data.

Part 4: Review the Opportunity Record
1. Return to Publisher 4.0.
2. Right-click the Blue Lake Office/Data Center Plan Review Services (18-2801)
link.
3. Select Open link in a new tab.
4. Select the new Unanet CRM tab.
5. Select More > Documents.
6. Select the Associated Opportunity Profiles tab. Here you can view associated
Opportunity Profile templates and generate documents.

LESSON 6: OPPORTUNITY PROFILES ©2023 Unanet. All rights reserved. 60