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 label 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