Ability to create a close template from a clients existing close.
under review
A
Alicia Bishop
I just built out the perfect close board for an already existing client in Keeper. I'd like to be able to apply this close to all my other clients and future clients when I add them to Keeper. So being able to click a button that says 'Add this client's close as a close template' would be nice.
B
Ben Stein
Merged in a post:
Ability to save a clients close list as a template
L
Lisa Wenzloff
If I edit a Close for a client and want to use that for another client, is there a way to save it as a new template? Or copy it over to another client? I know I can start a new template from scratch but I like the existing close list that comes with Keeper and tweak it from there...aka I'm lazy and don't want to type all that is in the existing close task list. Thanks.
L
Lisa Wenzloff
I didn't see this earlier, but I just requested the exact same thing:)
B
Ben Stein
under review