Update an SF330 Template to Add it to the Ajera CRMDatabase
After you make a new template set, you must add the new templates to the Ajera CRM database by using the SF330 Template Editor dialog. This procedure makes the new templates available so that you can use them to merge data to make an SF330 proposal.
To add a template to the Ajera CRM database, complete the following steps:
- From the Ajera CRM Navigation menu, click .
- On the SF330 Proposals toolbar, click .
- On the SF330 Template Editor dialog box, select the template to update.
- Click Update.
- On the Update dialog box, find and select the modified template and click OK.