What is a template?
A template in ClientPoint is a pre-designed ClientPoint that helps streamline your sales or onboarding processes. By setting up templates with preloaded content, you save time and reduce errors. Templates allow you to create a consistent, efficient workflow by eliminating the need to recreate content for every new ClientPoint.
Key Benefits of Templates
- Efficiency: Quickly create ClientPoints without searching for or uploading content repeatedly.
- Consistency: Ensure the same high-quality content is used for all ClientPoints.
- Customization: Templates can be tailored for various processes like sales stages, onboarding steps, or client presentations.
How Many Templates Can You Have?
ClientPoint supports unlimited templates! You can create as many as necessary to meet your team’s needs. Examples include templates for every stage of the sales cycle or different onboarding processes. Users can also save personal templates, called My Templates, for repeated use.
How to Create a Template
Creating a template is simple and mirrors the process of building a ClientPoint:
- Upload all relevant media and files.
- Assign a name and description to the template.
- Save it for future use.
For step-by-step instructions, be sure to check out our Create Templates article.
How to Use a Template
Using templates is straightforward:
- Go to the ClientPoint buildout page.
- Open the Templates Folder, organized by template names.
- Double-click the desired template to start using it.
For step-by-step instructions, be sure to check out our How to Use a Template article.
To learn more about all things templates, be sure to check out our Template Section of our Knowledge Base for more information.
ClientPoint templates are a versatile and powerful tool for improving workflow efficiency. With unlimited templates and easy setup, they are invaluable for teams aiming to optimize their processes.
If you have any questions, reach out to support@clientpoint.net for assistance.