Opportunity Letters

Overview

Once one or more opportunities have been created and assigned to profiles, opportunity letters can be generated in a batch or individually. Opportunity letters require a template to be set up and uploaded within Templates from the System Data page. 

Opportunity Letter Templates

Follow these steps to locate the fields for opportunity templates:

1. Navigate to the System Data page, then click Templates on the left-side menu.
2. Click Template Fields List on the left-side menu.
3. Click opportunity_letter.
   

Process Letters In Batch

1. Navigate to the Opportunities page.
2. Click the My Open, All Open, My Open/Closed or All Opportunity Bucket.
3. Apply filters if needed.
4. Click Print Letter on the left-side menu.
   
   • A list of open opportunities in the bucket you selected, with the applied filters, will appear on the next screen. You cannot generate opportunity letters for closed opportunities.
5. Check the ID's for the opportunities for which you'd like to generate letters.
6. Select PDF or Word.
7. Click Print Opportunity Letters.
    
8. Click [Yes] to generate the file.
   
   
   
   • A background job will be created above the opportunity table. Periodically refresh your browser. The opportunity letter file will be available once it is completed.
     
     

Process Letters Individually

If you would prefer to process letters individually, you can utilize the batch method and select a single opportunity, or follow these steps. 

1. Navigate to the Opportunities page.
2. Click the My Open, All Open, My Open/Closed or All Opportunity Bucket.
3. Click the ID of the opportunity for which you'd like to generate a letter.
   
   
   
4. Click Print Letter on the left-side menu.
5. Click a Download Letter option.
   • You will be taken to a new tab with your opportunity letter, ready to be downloaded in the selected format.