📄 Templates

📘 Introduction

The Templates Page helps administrators manage and reuse templates for sales-related processes. It allows creation, viewing, and deletion of templates in a structured format.

📑 Table Columns and Descriptions

• Title: The name of the template (e.g., saip template test).

⚙️ Key Features

1. Entries Per Page: Displays 5 entries per page for easier reading.
2. Pagination: Navigate through templates using pagination controls.
3. Delete Selected: Remove one or more templates at once.

🆕 Creating a Template

1. Create: Click the “Create” button at the top to start a new template.

📝 Fields

• Title: Enter a clear name for the template.
• Body: Write the template content or description.

🚀 Actions

• Save: Save the template for later editing or use.
• Back to List: Go back to the template list without saving.

💡 Tips for Efficiency

• Use consistent and descriptive titles for clarity.
• Update old templates to maintain relevance.
• Use filters when many templates are present.