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How to Create a Template

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Creating a Template Step by Step 


Templates refer to the window that opens when you click on a record within the opportunity manager. Opportunities (or whatever phrase your business uses) are one of the primary features of Prophet and the data they track is what will help you better understand your sales pipeline and enhance your forecasting capabilities. Make sure to spend time tailoring your templates to fit what data each department should be tracking and what they are using the data for.

Step One: Navigate to the Templates menu

Step Two:
Use the Add button to create a new template

Step Three:
Fill in the template name, display name and select a blank or pre-existing template form

Note: The template name should correlate to the department that will be using it and the display name should describe what they are tracking

Step Four:
Press the Save button

Note:
You can use the Edit and Delete buttons to perform the corresponding actions

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