Registry CRM Opportunity Templates


In order to properly set up Opportunities for different types of prospective Jobs, unique Opportunity templates can be created. Once the template is created, the desired display name and Opportunity record number needs to be entered in the new registry setting sys-crm-opptemplates. Once this registry has contents, you can select the appropriate template before entering details in each new Opportunity record created in CRMAnywhere.


Refer to the CRMAnywhere Advanced Settings PowerPoint for details on setting up templates.

Related Registries:

See Registry CRM Gmail Calendar for setting up an interface between CRMAnywhere and a Gmail calendar.

Registry to Specify Site Template for Opportunities.

Important Fields:

Id: sys-crm-opptemplates

Setting Key: desired name of template  Setting Value: Opportunity Id