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. |