Templates in SalesHub™ allow you to create reusable experiences that your entire team can access and customize for their clients.
What Are Templates?
Templates are pre-built experiences that can be shared across your team. When you convert an experience to a template, it becomes available to all users within your account, making it easy to maintain consistency and save time.
Creating a Template from an Experience
- Navigate to the Experiences menu in SalesHub™
- Locate the experience you want to convert to a template
- If you created the experience, it will appear in your default view
- If another team member created it, click the "All Experiences" tab
- Click on the title of the experience to open it
- In the top left corner, next to the property name, you'll see your open experiences
- Click the dropdown arrow next to the experience title
- Select "Convert to Template" from the menu
Accessing Team Templates
Once an experience has been converted to a template, all team members can find it in the Templates section of the Experiences menu.
Best Practices for Template Naming
Give your templates clear, descriptive names that help your team quickly identify their purpose. For example:
- "Group Sales Collection"
- "Wedding Venue Showcase"
- "Corporate Event Package"
This makes it easy for team members like salespeople to find the right template when working with specific client types.
Using Templates
Team members can:
- Access any template from the Templates menu
- Customize template content for specific clients
- Create new experiences based on existing templates
Need additional help? Submit a support ticket through our Support Request Form and our team will assist you promptly.