Display the Allocation Template Dialog Box

Display this dialog box in the Opportunities hub in the browser application.

Allocation templates are set up on the Estimated Revenue tab in Settings > Opportunities.

  1. In the Navigation pane in the browser application, go to the Hubs section and select Opportunities > Estimated Revenue.
  2. Select Specific Date as the Allocation Method. The Estimated Allocation Revenue grid displays.
  3. Select the Refresh/Use Template option. The Allocation Template dialog box displays.
Parent Topic: Allocation Template Dialog Box