Redtail Trainers have designed samples for many of the templates within the CRM. Check out the below articles for sample Activity, Automation, Mail Merge, Note, and Workflow templates.

 

 

Workflow and Automation Templates:

Sample Workflow Templates

Sample Automation Templates

 

 

Activity and Note Templates:

Sample Activity Templates

Sample Note Templates

 

 

Mail Merge Templates:

Sample Mail Merge Card Templates

Sample Mail Merge Envelope Templates

Sample Mail Merge Letter Templates

Sample Mail Merge Name Tag Templates