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Mobile Templates Guide

Learn how Mobile Templates help you create, customize, and manage designs efficiently for a consistent CRM experience.

Guide

Overview & Navigation

Follow these steps to reach the Mobile Template page in your CRM.

Navigate

  1. Open your CRM application.
  2. Go to the Dashboard.
  3. Scroll down to see the Mobile Template option.
  4. Click on the Mobile Template from the dashboard menu.
  5. Your Company Mobile Template will be opened.

What You Can Do

  • Add Templates: Create new templates for consistent branding.
  • Edit Templates: Update existing templates whenever needed.
  • Delete Templates: Remove templates you no longer use.

💡 Pro Tip: Organize Your Templates Smartly

Use clear naming conventions and keep only the required templates in your CRM. This will make it easier to add, edit, or delete templates without confusion.