Add a New Contact Record Template

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You can create a new contact record template and add some basic or default details that you can use to create a new contact. When you use this template to add a new contact, the form fields are populated with pre-define data. 

Click on Settings link available at the right side of the navigation bar.

The Settings page appears. Click on Record Templates link available in System section as below.

The Record Templates page appears as below.

You can see that there are multiple tabs available with different asset name such as in Contacts tab, you can add a new contact record template and in Deals tab, you can add a new deal record template. By default, the Contacts tab is opened. 

Click on New Contact Record Template button available in Contacts tab. The page appears as below.

In Label field, specify the name of template. This template name is displayed in Select a record template drop-down list while creating a new contact. (Please see create a new contact for detailed instructions.)

You can see the form that you use to create a new contact. You can customize the fields of the form. (Please see customize the form fields for detailed instructions.)

Specify the details in the form. Try to add generic details that are valid for multiple or all he contacts that you plan to add to your account, so that it works as a template. For fields that may need custom values for each contact, you can leave those blank.

Click on Create button. The details are saved in the template. You can use the template while creating a new contact. (Please see create a new contact for detailed instructions) 

To manage these record templates, please see manage record templates

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