For example, create the template : Sales / Apples / 1000 Kilos / YEARmonthJOURidCompany
and choose an option an Interaction of type "Sale - 1 - Making contact", state "In progress", with a budget of 1200 €.
Once you launch this template (PLUS icon at the top right of the screen), the Interaction title, type, status, and budget will be pre-encoded.
To help you understand this new feature, we have created a series of templates that you can adapt to your needs:
Create a Support Ticket
Create a Sales Opportunity
Register a Purchase Invoice
Register a Sales Invoice
Managing a purchase
Managing a delivery
Schedule a Sales Call
Schedule a Support Appointment
Planning a Contract Renewal
Miscellaneous administrative tasks
Implementation Task / Project
These templates are to be created and modified from the Administration area.
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