Customer Relationship Management - PSFT (MOSC)

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Anyone know how to create a Closing template in Correspondence?

edited Sep 10, 2013 9:15AM in Customer Relationship Management - PSFT (MOSC) 5 commentsAnswered
Hi everyone,

I've always known it was there, and now I finally have a use for it.  We're using CRM 9.1 HRHD without ERMS.  I'd like to use the "Closing" drop down to populate some standard employee call center contact information.  My problem is that I can't find how to create a Closing Template nor can I find any mention in Pbooks!  Does anyone know where I go to set this up?  I figured that it would be on the Template Package or something...

Thanks!

John

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