How to add a document template to a sales step?

You can upload and attach any kind of document as a template to each of your sales step within your sales pipeline.

Add a Document Template to a Sales Step

  1. Click on the “User” and select “Administration” from drop down menu.
  2. Click "Sales Space".
  3. Select Pipeline from the "Sales Pipeline" list and click on Edit button.
  4. Click on the "Attach Document" icon for a corresponding sales step.
  5. "Browse" for the document template and "Upload" it.
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