Create Estimated Revenue Allocation Templates

Use the Estimated Revenue tab of Opportunity Settings Configuration to set up allocation default values and to set up and save templates for use as the basis for Estimated Revenue entries on the Estimated Revenue Tab in the Opportunity Info Center.

To create estimated revenue allocation defaults and templates, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > General > Opportunity Settings and click the Estimated Revenue tab.
2. Complete the fields on the Estimated Revenue tab of the Opportunity Settings form.
3. Complete one of the following actions:

   Option	Description
   To add a new template	Click Insert. Ajera CRM displays the Estimated Revenue Allocation Template dialog box, which you use to enter details about the template.
   To modify an existing template	Select the template and click Edit. Ajera CRM displays the Estimated Revenue Allocation Template dialog box, which you use to modify details about the template.
   To copy an existing template	Select the template that you want to copy and click Copy. You can then edit that template.
   To delete an existing template	Select the template and click Delete. When Ajera CRM prompts you to confirm the deletion, click Yes.

4. Click OK.