Creating deal templates is a great way of saving time. Templating a deal will automatically add the list of tasks you want completed, and add the tags you want to use on the deal.
Do you have certain steps that need following for a deal? Maybe you have a couple of different job types, that each have their own steps that need following? Tasks are a great way of making sure that these things get done.
Once you have set these tasks up once, creating a template so you can replicate this seamlessly is easy.
Creating a Template
First things first, add set the deal up by adding the tasks and tags you want included in the template.
Click the 3 dots in the top left hand corner of the deal view, and click 'Create Template'
Finally, add a title for the template, and select the tasks and tags you want it to apply when creating a new deal.
You can make as many templates as your business needs. And you can update them any time your business processes change. Simply follow the same steps as above to set your deal up, and enter the title of template you want to update. This will allow you to overwrite the existing template.
Templates are a great way to save time when you are setting up new deals. If you have any questions on how this works, or the best way to use task lists and tags, drop us a message on the webchat option.
Not created an account yet? Try Payaca for free.