Select the type of record you want to create a template for 👇 (Contact, or Note), once selected, the Templates option will appear on the pop-up that opens on the right-hand side of the screen
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Click on 'Templates' 👇 to view any existing templates in your account, if you want to create a new template, click 'Manage Templates' 👇 at the bottom of the menu
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On the template management screen, click 'Create New' 👇 in the top-right corner
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Give your template a title and type out the content you want to standardise ✍️, such as standardised questions or common phrases
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When you're satisfied with your template, click 'Save' ✅ to add it to your list of templates
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To edit or delete a template, go to the template list
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You can click the pencil icon ✏️ to edit, or the bin icon 🗑️ to delete a template, remember, changes you make will apply to everyone on your team
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To use your template, go back to your template list and select the one you've created 👇, the title and content will appear, and you can fill in the specific details for your client
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Once you've filled in the details that aren't provided by the template ✍️, save the contact or note as usual
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You have now created and used a template! 🎉