Sales - Creating a Template
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Appanzee Concierge

Created Jul 13, 2023

Sales - Creating a Template

5
1

Click on NEW TEMPLATE

Click on NEW TEMPLATE
2

Give it a name

Give it a name
3

Type in an Activity Plan

Type in an Activity Plan
4

Type in a Customer-facing Agenda

Type in a Customer-facing Agenda
5

Click on SUBMIT TEMPLATE

Click on SUBMIT TEMPLATE
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

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Done!

0 Steps
Well done!
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