Tip #622: Tipster guide to CRM 2016 Document Templates

Friday again, folks, time for video break. In today’s video we explore the new document template feature that was introduced in CRM 2016. We walk you through creation, editing, and uploading back into CRM.

Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or by sending your ideas to jar@crmtipoftheday.com.

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