Creating a schedule with AI

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  1. From the Opportunities page, click the "+ New opportunity" button.

  2. Enter the Opportunity name, then click Continue.

  3. Select "Generate a sample schedule with AI" and click Continue.
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  4. Describe the Schedule, enter a Start and End date, and click Continue.
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  5. Review the Schedule to ensure that it was created properly, then click Generate Schedule.
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