Templates in ClientPoint are a powerful tool to streamline the creation of ClientPoints, ensuring consistency and efficiency. They allow you to pre-load standardized documents, forms, and media into your ClientPoints, saving time and reducing the potential for errors. Whether you're new to ClientPoint or enhancing your workflow, templates offer a user-friendly way to manage your proposals or presentations.
Step-by-Step Guide to Using a Template
Start a New ClientPoint
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- Begin by clicking on the New ClientPoint button on the dashboard.
Input Client Information
- In the Info section, fill in all necessary details about your client (e.g., name, address, contact information).
- Click Save & Continue to proceed to the next step.
Select Your Template
- Navigate to the Templates folder or the My Templates folder, depending on your setup.
- Browse the organized list of templates, which are typically named for easy identification.
- Double-click on the template you want to use.
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Approve Media and Make Adjustments
- After selecting a template, review and approve each piece of media or document by clicking Submit.
- You can reorganize or edit the content in the template as needed to tailor it to your specific requirements.
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Finalize Your ClientPoint
- Once satisfied with the layout and content, proceed with completing your ClientPoint.