Use follow-up templates

Platform: ResiCRM · For: Sales, Executive Director

Templates holds call scripts, emails and texts for each stage. Find it under Engagement.

Use a template

1. Go to Templates, or choose Follow-up templates on a prospect.
2. Filter by stage and channel.
3. Choose Use template on a card.
4. Under Personalize for, pick a prospect.
5. Edit the wording.
6. Choose Copy draft or Copy script.
7. Send it or use it from your own email or phone.

ResiCRM does not send the draft and does not log contact. Log it afterward from the prospect.

Create a template

1. Choose New template.
2. Enter the Name, and pick the Community, Channel and Category.
3. Write the message. Use the token buttons, such as {{preferred_name}}, to insert details.
4. Choose Save template.

To start from an existing one, choose the copy icon on its card.

Good to know

• Starter templates come with ResiCRM. Community templates are shared with your community sales colleagues.
• The creator and community leaders can edit or archive a community template.
• Archived templates stay in the Archived view and can be restored.

If something goes wrong

Use Help & support at the bottom of the left menu, or email support@resionboarding.com. Support hours are weekdays, 8 AM to 6 PM Mountain. Critical issues get a reply within 2 business hours. General questions get a reply by the next business day.