Help Center

Note Templates

Note templates in LeadCenter.AI allow you to create predefined note structures for common client interactions. By using templates, your team can ensure consistency, save time, and streamline documentation across client records.

Creating a New Note Template

1. Click "+ New Template"

   A new note template creation form will appear.

2. Enter a Template Name

   Provide a clear and descriptive name for the template. This helps you quickly identify it when adding notes.

3. Select a Category

   Assign a category to the note template to help organize and filter templates based on their purpose.

4. Compose the Note Content

   Write the default note content that will appear when this template is used.

   • Use placeholders or predefined text to ensure consistency.
   • Users can modify the content when applying the template to a note.

   Tip: Keep note content concise and relevant—users can always add more details when applying the template.

5. Tag Users (Optional)

   Use "@" followed by the user’s name to tag specific team members.

   Tip: Tagged users will be notified when the note template is used in a note, ensuring timely follow-up.

6. Click "Save Template"

   The template will now be available for use when creating notes.

Using a Note Template

To apply a note template while creating a note, select a template from the "Template" dropdown. The note content will auto-fill with the predefined text, which you can modify if needed.

Tip: Learn more about applying note templates and managing notes in the Notes Help Article.

Managing Note Templates

Editing a Note Template

1. Find the template you want to update in the note templates list.

2. Click the three-dot menu next to the template.

3. Select Edit, update the necessary fields, and click Save.

Deleting a Note Template

1. Find the template you want to delete in the note templates list.

2. Click the three-dot menu next to the template.

3. Select Delete and confirm the action.

Best Practices for Note Templates

• Use clear and specific template names for easy identification.
• Organize templates by category to quickly find the right one for your needs.
• Use "@" to tag relevant team members when necessary to ensure prompt follow-up.
• Regularly review and update templates to keep them relevant.

Need Help?

If you have any questions or need assistance, contact LeadCenter Support at support@leadcenter.ai.