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Creating a template on HubSpot CRM video screenshot
Creating a template on HubSpot CRM
    • 00:00
    • Templates
      We get started by heading to the Templates section, which is under the Conversations option in the main navigation menu.
    • 00:07
    • New template
      We then click on the "New template" button in the top-right. This gives us the option of creating a template from scratch or from the template library. We select the "From scratch" option.
    • 00:14
    • Add template details
      We now create the template. We can add snippets, documents, tokens, and a meeting link to our template.
    • 02:10
    • Template created
    • 02:12
    • Clone template
      We also have the option of cloning templates.

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Video uploaded: 1 year, 11 months ago