How to Create, Add and Map an Activity Template to an Organization?
Published | Aug. 22, 2023, 2:10 p.m.
Are you looking to streamline processes in your business? In this video, we'll show you how to create, add, and map an activity template to an organization in Gridlex Zip CRM. We'll start by creating an activity template. We'll then add the activity template to the organization, and finally, we'll map the activity template to the organization so that it is applied to all users in the organization. With these steps, you'll be able to quickly and easily create and apply activity templates in Gridlex Zip CRM.