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Account Management

Communication Templates

If your organization has a set of questions that all Accounts are prompted to answer this is a great way to standardize the capturing of that content.

Last updated on 23 Oct, 2025

Administrators can create Communication Templates which are pre-populated blocks of text.

During Account Communication entry, users can choose a template to have that pre-populated text automatically inserted into the communication entry which can then be updated.

Administrators: How to Create Communication Templates

To manage Communication Templates:

  1. Click on My Account in the top-right and then Manage in the left navigation.

  2. In the left navigation click on the Manage Communications Templates link

  3. Create a new Template or click on an existing Template to edit.

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