Template - CRM Automation Model for Funnel

In SprintHub, it is easy to create and use automation Templates to streamline the process across different stages and funnels of your CRM. Follow the steps below to create and use your Templates:

1. Create an Automation:

- Access your CRM and go to the Automations section, then switch to “Funnel Automations"

- Click "New Automation".

2. Configure and Save:

- Configure your automation according to your needs.

- After configuring it, be sure to save the changes.

3. Edit the Automation:

- After saving, go back to the automation editing page by clicking the edit button.

4. Create a Template:

- In the upper-right corner of the automation editing screen, click "Create Template".

5. Configure the Template:

- Give your Template a descriptive name.

- Add a short description for identification.

- Choose whether you want to make the Template public or private.

- Select the users you want to share the Template with. Only these users will be able to view and use the Template.

- Finish by clicking "Save Template".

6. Use the Template in Other Automations:

- To use the template created in other funnels, choose which funnel you want to use it in

- On the automation creation screen, choose the option to select a Template.

- All saved Templates will be available for selection.

With these steps, your Template will be ready to be used in various parts of your CRM, saving time and maintaining consistency in automations.