Can I create an Opportunity template?

No, you cannot create Opportunity templates in ConstructionOnline. However, you can create Project Templates—which can also be used to create an Opportunity. 

When a Project Template is used to create an Opportunity, any elements that are not available for Opportunities (e.g. Schedules) will not be included. If the Opportunity is converted to a Project later on, any previously excluded elements will be included in the newly converted Project.

Click here for more frequently asked questions (FAQs) regarding Opportunities.