Sales - Creating a Template

  1. 1. Click on NEW TEMPLATE

    Click on NEW TEMPLATE

  2. 2. Give it a name

    Give it a name

  3. 3. Type in an Activity Plan

    Type in an Activity Plan

  4. 4. Type in a Customer-facing Agenda

    Type in a Customer-facing Agenda

  5. 5. Click on SUBMIT TEMPLATE

    Click on SUBMIT TEMPLATE

  6. 6. There it is! You can now use this template for different Activities

    There it is! You can now use this template for different Activities

Done!