19 Questions
What is the purpose of Templates in Go high level?
To build workflows
Where can we find the Templates in Go high level?
In the conversation tab
What should we name the template in Go high level?
According to the message it represents
What does the 'type here' field in the template dashboard indicate in Go high level?
The nature of the template (email or SMS)
What is the purpose of selecting 'Custom Values' in CRM?
To include personalized information in messages
What type of files can be attached to SMS and email templates in CRM?
Various file types including image, word, document, Excel, and more
What is the purpose of adding trigger links to messages in CRM?
To direct leads to the company's website
Where can the option to attach files be found in the template composing window in CRM?
At the end of the window
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
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
What happens after saving a text template?
We are redirected to the text template dashboard
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
What do we see after creating a text template?
We see the text template in the text template list
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
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
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
What is the importance of choosing an accurate name for a text template?
It helps represent the purpose of the template
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
What is the first step in creating a new text template?
Click on the top right button labeled Add Template
"Master Custom Values in CRM: Test Your Knowledge and Optimize Your Workflow!" Do you know how to use custom values in your CRM to streamline your workflow? Test your knowledge with this quiz and learn how to optimize your CRM by selecting the right custom values for your contacts, appointments, and more. Improve your productivity and take your CRM skills to the next level with this engaging quiz!
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