Skip to main content
Support Help Center home page
ARPEDIO Homepage Submit a request
Sign in
  1. Support
  2. Setting up Sales
  3. Building templates

Building templates

  • How to set up a default template
  • How to set up a blank template
  • 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
Copyright © 2016 ARPEDIO Solutions | Can't find what you're looking for? Send us an email.
Powered by Zendesk