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Sales opportunities have many uses from organisation to organisation and within an organisation. This results in the requirement of different documents to be printed based on what the sales opportunity is being created for. This set-up screen allows the user to assign different CRM report formats to the select document title.
In the example below, four different forms have been defined, covering the different areas of the business model.
The document layout can be assigned to the sales opportunity, and when the [Print Details] it will use the form indicated to generate the required output.