You can create a new sales tracking template by clicking on the 'new template' link. You can create as many templates as you want within the OMS.


A new template form is displayed where you can enter:

  • description: a user friendly description that users will see when they capture a new offer and have to select a sales tracking template.
  • estimated duration: this is how long you estimate the entire process will take based on previous experience. 
  • active: marking a template as active will make it available for users, making it inactive will hide it for users when new offers are captured.




Once you save the template, click on it in the template selection to start editing tasks.