Are You a CRM Custom Values Pro?

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What is the purpose of Templates in Go high level?

To navigate to the conversation tab

To view SMS and email attachments

To access the template dashboard

To build workflows (correct)

Where can we find the Templates in Go high level?

In the dashboard tab

In the contacts tab

In the settings tab

In the conversation tab (correct)

What should we name the template in Go high level?

According to the message it represents (correct)

Randomly

Using numbers

Using alphabets

What does the 'type here' field in the template dashboard indicate in Go high level?

The nature of the template (email or SMS) Signup and view all the answers

What is the purpose of selecting 'Custom Values' in CRM?

To include personalized information in messages Signup and view all the answers

What type of files can be attached to SMS and email templates in CRM?

Various file types including image, word, document, Excel, and more Signup and view all the answers

What is the purpose of adding trigger links to messages in CRM?

To direct leads to the company's website Signup and view all the answers

Where can the option to attach files be found in the template composing window in CRM?

At the end of the window Signup and view all the answers

What is the purpose of including the user's full name in a message in CRM?

To personalize the message with the user's contact information Signup and view all the answers

What options are available when creating an email template compared to a text template?

Email templates offer more options to set up your email compared to text templates Signup and view all the answers

What happens after saving a text template?

We are redirected to the text template dashboard Signup and view all the answers

Can we test a twilio number that is not assigned to our dummy account?

No, we cannot test a twilio number unless it is assigned to our dummy account Signup and view all the answers

What do we see after creating a text template?

We see the text template in the text template list Signup and view all the answers

How do we create an email template?

Click on the Add Template button on the top right and select Add Email Template from the drop down Signup and view all the answers

What are Custom Values in the context of creating a text template?

Pieces of information that represent a particular subject or event within the template and automation Signup and view all the answers

What is the purpose of Trigger Links in the context of creating a text template?

To include links to websites, pages or social media accounts in the text Signup and view all the answers

What is the importance of choosing an accurate name for a text template?

It helps represent the purpose of the template Signup and view all the answers

What happens when you click on the delete icon to delete a template?

A confirmation message appears asking if you are sure you want to delete the template Signup and view all the answers

What is the first step in creating a new text template?

Click on the top right button labeled Add Template Signup and view all the answers

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