Add a New Deal Record Template


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

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

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 assets 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 Deals tab and click on New Deal Record Template button. 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 deal.   

The form to create a new deal appears. 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 the deals that you plan to add to your account, so that it works as a template. For fields that may need custom values for each deal, you can leave those blank.

For example, select the Private option in Permissions field, if you want that no one can access the detailed information of new deal.  

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

To manage these record templates, please see manage record templates.

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