Original Post Date: August 8, 2023

Starting today, you can combine templates and website info in your transfer action.

This is perfect for doing admin work in your CRM or other business tools. You probably need to use info from public sites like LinkedIn and add notes from personal templates you use all the time.

Instead of doing it one at a time, or typing it out yourself - you can now do it in 1- click.

First use “//” to move the website info you want to use to the specific fields in your CRM form. Double-check that all the data on the website you are using has been labelled.

Then, use “//” to insert the templates you want to add to the fields in your CRM that you will be using. For example, maybe adding how you met the contact, what the next step is or competitive info.

You will just have to do this setup once, and it's still faster than copying & pasting.

Every next time you go to complete the same type of data in your CRM (or other tool), just hit “//” and transfer all the website info and templates together at once.

Want to see how you can use website info and templates in 1-click?

Check out how we add a contact - with LinkedIn data and personalized notes, to FreshSales in seconds.