Create a Budget

Use these steps to copy detailed budgets from template jobs to your open sales opportunities

To create a budget:

1. Under the CRM menu section, go to Opportunities » Budget tab.
2. Use the search filter and/or the Search field to select an opportunity.
3. Click Create Budget.
4. Select a template job.
5. Click Create.
   This action copies the budgets of the selected template job to the new opportunity budget.