mkapm
6 months agoExperienced User
Setting a default sales template when moving from Desktop to Browser
Hi,
We are currently using the desktop and would like to make use of the browser for sales and quotes.
I can see the template from the desktop in the browser where you can set the default template for use, however I dont have the option to make it a default template. Do I need to recreate the sales template in the browser in order to set is a default?
Is it as easy as copying from the desktop and pasting into the browser?
Thank you
Michelle