Save a process as a template

Save time and effort by using the same process across multiple clients by saving it in the template library!

  1. Navigate to the process you wish to save as a template, and look for the Manage Templates section on the Process builder page, and click on Save as

2. In the New template name modal, enter a name for this template and click on Save.

This process has now been saved as a template that you can use across clients.

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