TEMPLATES

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Video Course: 12/13

1. Training Introduction

2. The Client Tab

3. Client Profile

4. Pulling Client Lists

5. Tagging Clients

6A. Communicating with Clients

6B. Using OneShop Number

7. Sequences

8. The Daily Tab

9A. Adding a Task

9B. The Tasks Tab

10. Sell Virtually with ShopWith

11. The Stats Page

12. Creating and Editing Templates

13. Your Finished!

Overview

Templates are an easy way to save time by creating messages that can be re-used for common outreach such as following up on a new customer. This section will go over how to create and edit these templates.

WHAT YOU WILL LEARN:

  • Templates overview
  • How to create, edit, and delete templates across text, email, and letter