Note Templates

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Krystal Goudge

• December 09, 2021 07:35

Be able to create templates for meeting notes and deal notes and save them in a bankof templates much like we can for email templates and then insert note template when you are creating a note.

 

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  Roger Maurins

  • August 08, 2022 10:22

  I think this would be a great idea I know other CRM's offer it and it makes life much easier, the majority of our client interactions can be summarised in about 10 templates and these would save a lot of time 

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  James Mather

  • August 08, 2022 10:35

  Yes we need this, would make life so much simpler

   

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