Building templates
- How to set up a default template
- How to set up a blank template
- How to set up the whitespace tool
- How to enable high-level assessment
- How to create questions and stage triggers
- How to create an action plan
- How to create rules
- Setting up the status field
- What to remember before publishing
- About template settings
- Different templates for different types of the same object
- Deleting Sales template versions