August 26, 2013
Task Templates
BY John Paul Narowski IN karmaCRM News and Updates 0 Comment
Task Templates
With task templates, you are able to add multiple sales templates and apply them to contacts, companies, cases etc.
Dependent Steps
These templates can have dependent steps, and you are also able to add automatic reminders and categories. To help guide your team, you can add a description or script.
Reduce Repetition
Task templates help reduce repetition when creating a sales process (or any other process you work with where tasks are utilized), and they help keep your team doing and saying the right thing at the right time.
