.. _create-design-opportunities-command:

Create a Design
===============

You can use the **Marketing** tab to create and track your marketing plan for an Opportunity. Create personalized marketing materials from scratch or from professionally designed templates.

To create a design, complete the following steps:

.. include:: ../opportunities-login.rst

#. On the left toolbar, click **Opportunities** |opportunities-icon|.

   .. |opportunities-icon| image:: ../../../../images/applet-opportunities.svg
      :height: 20

#. Click on the phase (Cultivate, Appointment, Active, Under Contract, Closed) that contains the Opportunity.

#. Click on the Opportunity name to view the Opportunity details.

#. At the top of the Opportunity page, click the **Marketing** tab. The **Marketing** tab shows the recommended print designs and social ads for the Opportunity.

#. To create or use a template, click **Create Design**

#. In the designs editor, create or select a template.

#. Edit the template to add your specific information.

#. When complete, click **Done** in the top-right corner.

#. Click **Save**.

After a design is saved, it can also be accessed from the Designs applet.