Template editor?

Q: In the template editor, can we see what workflows the specific template is assigned to. 

A: Templates can be assigned to many different workflows so you could have multiple tags on a given template.

 

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  • Avatar
    Lee Roberts

    Can we purchase templates for potential buyers and sellers? Someone said you had them to purchase.

    Can i tag a person as a buyer or potential seller?

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    Gary Hall

    In Workflows, click on +, Add a wokflow from the library. "Public" are free ones.
    You can use any Tags you like in the Contact record in the Radar Tab you will see "Tags".

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