After you set up an opportunity, you may not want to go through all the work of setting up a similar process next time! If you think you may want to re-use for another cycle or a similar program in the future, save it as a template before you launch. 


You can also copy an opportunity that has been used in the past if you forget to save it as a template.


Steps to Save a Template on the Finalize Page


1. Select Save As Template.

Administrator view of Finalize options. Save as Template is selected.

2. Name the template.

3. Click the Finish button.


4. At this point, the template is saved and you can select it at any time by going to Create > My Templates. 

  • To work with the current draft as its own opportunity, you can save as draft, launch, or schedule a launch date.

5. Click the Finish button.

  • If you don't need the draft at all, you can go to the Manage tab and then click the trash can icon to delete it.


Template Saved screen with Finalize options and a Finish button


Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.