Page 61 - Unanet CRM: Using Publisher with Microsoft Word

Check Your Understanding

Which one of the following file extensions must you use when saving to
upload a Word template to Publisher 4.0?

a) .dot
b) .docx
c) .docm

What type of document can you create from an Opportunity record?

a) Project List
b) Letter Proposal
c) Resume

Refer to Appendix A for answers to the Check Your Understanding questions.

LESSON 6: OPPORTUNITY PROFILES ©2023 Unanet. All rights reserved. 61