Create multiple Templates per department

Create a different template for each department, office or function.

Plan your Templates

First identify the connectors common to all. Then identify those specific to each department.

Example: Management Template

• Email → {{email}} (dynamic)
• LinkedIn → {{linkedin}} (dynamic).
• Direct telephone → {{telephone}} (dynamic)
• Corporate website → www.empresa.com (static)
• Executive agenda → calendly.com/ceo (static).

Example: Commercial Template

• Email → {{email}} (dynamic)
• Telephone → {{telephone}} (dynamic)
• Mobile → {{mobile}} (dynamic)
• WhatsApp → {{phone}} (dynamic)
• Meeting agenda → calendly.com/sales (static)

💡 **Tip:** Use clear names such as «Management Template», «Commercial Template» for easy identification.