All Templates

Past-clients

Users can use Sales template for virtually anything. Planning to move? There’s a CRM template for that. Need a better way to contact past clients? There’s a Past Clients Email Template for that too!

Template Configuration
8

Task status

New

Follow Up

Interested Still

Not Interested

Lost Forever

Did Not Renew

Finished

Closed

4

Task type

Payment Received
Sent Request
Quote Sent
Pending
11

Custom field

Plan

Engagement

Demo

Contact

Email

Payment Type

Website

Closed Date

Phone

Last Touched

Opportunity

Template Details

Users can use Sales template for virtually anything. Planning to move? There’s a CRM template for that. Need a better way to contact past clients? There’s a Past Clients Email Template for that too!

How to reconnect with past clients?

Before Tracup dive into deeply, Tracup has a sales template here that users can access to give their inspiration on what they can do.

Tracup_task_status_template

Within the Tracup platform, users like to think of their templates as being like a diving board for jumping into the pool.

Tracup_task_type_template

So it gives users a lot of inspiration and then they can take that template and tweak it to fit their very specific use case, and make it excellent for them to add this template they’re going to.

Tracup_custom_field_in_this_template

Users can search for ones that are best for them. Once they find something that really works for them. They can save that and use it over and over.

Tracup_gif_for_diferent_type

Tracup has lots of different sales ones that they can look at from account management.

Tracup_template_example

Tracup has an entire webinar on CRM so users are going to use this account management template to get started when they click the use template they can just add this folder. They’re going to use this one they’ll give it a nice name.

The Template Default

Task Status: ☹【Did Not Renew]】👌【Follow Up】🖐【Interested Still】❌【Not Interested】❎【Lost Forever】
Task Type: 【Sent Request】【Quote Sent】【Pending】【Payment Received】
Custom Field: Contact(text), Engagement(text), Email(text), Phone(text), Payment Type(text), Website(URL), Close Date(Date),Last Touched(Date), Demo(text), Opportunity(Number), Plan(Text)
Task View: List, Board. File, Wiki
Custom Field can be shown: Create Time, Expire Date, Assignee, Type, Contact, Engagement, Email

Here are four custom fields shown in default:

Tracup_four_custom_field_shown_intheweb

Kindly Tips for Users

Take Notice of Above Four Things
1. Two same custom fields are not allowed in the same work space, and are shared in the same work space
2. Maximum 30 custom fields in one work space
3. Default to show 4 custom fields on list view
4. When choosing a new project template, user has already created the same customer field and they cannot share the same name in Tracup. Tracup project template will set these two same fields by default. If users have set some special setup in this custom field, Tracup will generate the same name and add label (1) behind the title in default.
Creator
Other Info

Built in 2022-08-29 14:35:31

Sales & CRM
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