# Template - CRM Automation Model for Stage

## At SprintHub, it's easy to create and use Automation Templates to speed up the process across different stages and pipelines 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.

   \- Click "Create Automation" using the "+" button.

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXdQUdCwQ1YArLrfDwu-A_51Fb7A4gtO-1tXCKPly55ufUn6IlJEXDgpDOw31PsUzXf4huTUIswAUaNnY85Ax2WQAn2jsNc3lX7Ir4-Q4q02nipqcQjYvhovidlkV8BCdIeKoOqNGhabspVSGXwh5WQIKgU1?key=LbdoE6fTCK-Mv4cAp61Ezg" alt=""><figcaption></figcaption></figure>

### 2. Configure and Save:

&#x20;  \- Configure your automation according to your needs.

&#x20;  \- After configuring, make sure to save the changes.

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXd-hZavteBDTHxJR_8pPAQeuM2_J8VNkwY9sGf_sKx_krI3CYXxujvjejWIBZj6TB_1PWZwH0pvN-YO3KGSee9xBE5VaIB7IzPEFUezvs3Q278BZ_zbCzZ8lLp21XUpG5qq_7OONNvhz7Kx05RT2pkJc9A?key=LbdoE6fTCK-Mv4cAp61Ezg" alt=""><figcaption></figcaption></figure>

### 3. Edit the Automation:

&#x20;  \- After saving, return to editing the automation by clicking the edit button.

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXdCC0TkfGTwZ5Cg3_A-I_NxhjDpP_XwA_jZvMPTYDKYBXj8DAzw0GQuZVqhOl4Wee8E31_XQ2hhBsR8SW_rscASRuJ25syL_mmMq7Ikj0PVkCqGwcCadm72tE9oFHMTp5ow9_jVkqwTyyW0phaoThNKmIIB?key=LbdoE6fTCK-Mv4cAp61Ezg" alt=""><figcaption></figcaption></figure>

### 4. Create a Template:

&#x20;  \- In the top right corner of the automation edit screen, click "Create Template".

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXcaTDZlBrjhZ9VXwpElI6DVqqNvQBrpSp5TRXiTahYs_4DMH0qq-HWiZLfZkSG6SVZkCj9MP0c1bIIf2yqRI8EyPW37IXD2oNwpEyfVW4jDu-8Eb8ROvO_d3NmapfJQ47zi0CkNIWiVd3C1vc6AZkYQaISq?key=LbdoE6fTCK-Mv4cAp61Ezg" alt=""><figcaption></figcaption></figure>

### 5. Configure the Template:

&#x20;  \- Give your Template a descriptive name.

&#x20;  \- Add a brief description for identification.

&#x20;  \- Choose whether you want to make the Template public or private.

&#x20;  \- Select the users you want to share the Template with. Only those users will be able to view and use the Template.

&#x20; \- Finish by clicking "Save Template".

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXdEIqnOeI2tCAuwfIJaUHnbeLky1tBLq0b55DJFkewcjTZYAl2zbb0nvwOsKS8saZY5rIjHPTYEmxKZskbBqXw-aA_L4S-ZznQtfRwZYPRg-Nzyepq_if3H70O6KyhaBUsD6Tb3uezHi_FClwsWdyTraOXn?key=LbdoE6fTCK-Mv4cAp61Ezg" alt=""><figcaption></figcaption></figure>

### 6. Use the Template in other Automations:

&#x20;  \- To use the created Template in other stages or pipelines, go to the option to create a new automation by clicking the "+" button.

&#x20;  \- On the automation creation screen, choose the option to select a Template.

&#x20;  \- All saved Templates will be available for selection.

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXe2bJR9s3pSCOiTmc-tZeqvjvelUCt_L6fQYiYR6CuJGOY9H8B99TfT6MGS7g5xkRrfKGO0ykvgjJi8w1BT3WxbW9FjuIe2_IXH07caWq__4bjKeFyO_eP8XP-E1lQxb5o1-i-NeGxyVZOzI_4MQ6_yfjY?key=LbdoE6fTCK-Mv4cAp61Ezg" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/82fcb98ad5e0426fb53c743c97026361f14cfe87" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-us.googleusercontent.com/docsz/AD_4nXfMXpkyC61UUmxS26udBnu1oqxioxZI8v2kxPY3_Ss59tH6UuvOjhBvJioDee2-SFNEqfWLcv7i1So_KxjH7g4nm9vtyXkgf2PV-6jPdLaQ2hygnQoMRh85eWg31PbWnRteblX97LaaZzlq4IoqAwPQGgMq?key=LbdoE6fTCK-Mv4cAp61Ezg" alt=""><figcaption></figcaption></figure>

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


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