Every now and then, we're going to share some useful hints & tips with our awesome users (you!). These aren't new features, but existing features which we think will come in handy when using Prospect day to day!
The first tip in this series is a great one...did you know that you can pin frequently used email and document templates into the drop-down menu? This makes the common ones easier to grab each time. For example, lots of our customers use quote templates regularly, so why not pin this template so its at the top of the menu? In the example below, we pin the "Simple Quote Template" to the menu. Then, whenever anyone loads a Quote window, they can quickly use this template in just two clicks!
Psst - you do have to be a CRM Admin user to "pin" document/email templates (anything in the Settings Centre is for Admin users-only). You'll just need to give em' a quick nudge if you want this enabled.