August 26, 2013
With task templates, you are able to add multiple sales templates and apply them to contacts, companies, cases etc.
These templates can have dependent steps, and you are also able to add automatic reminders and categories. To help guide your team, you can add a description or script.
Task templates help reduce repetition when creating a sales process (or any other process you work with where tasks are utilized), and they help keep your team doing and saying the right thing at the right time.