With Tracup, users can make and save tons of templates to reuse in the future and save even more time. It all starts in the project template center. Project Templates Overview Tracup can now become your Sale CRM Tool or customer management hub. Come to the project template center to set up a ready-to-use template that works for users. Set users lists with phone numbers, service plan , transaction amount and prospect status that show how to take action in a glance. The custom fields expand the number of columns available on a List view , Board , File and Wiki . So now contact details will be immediately available just on the list view without clicking through to specific task details. Create A Template Users can get here in a following ways. Click the menu of the location users want to apply the template or if they’re an admin or owner. Users can access center from their workspace...

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