Template panel fields
The table below explains the standard fields on the Template panel.
|
Field |
Description |
|---|---|
|
Template Name |
The name of the new template. For example, Sales User. |
|
Based on Template |
The existing template on which the new template is based. |
|
Primary Team |
The default team that's displayed when the user clicks Team CRM. |
|
Home Territory |
The user's security territory. For example, USA. |
