Treeing a great way to organize and prioritize sections within Blitz. Treeing makes it easier for your staff to find the right email templates in order to work leads and effectively update their history logs.
The trees let you group lists of emails, call scripts or quick actions with expandable arrows that, when clicked, will give you more entries in the list. (See the arrows in the example pictures below)
Steps to Use Treeing in Blitz.
- Navigate to Administration> Find Category
- Click the next to first template that you want to prioritize.
- In the Template Name field, type in the category name with two semi-colons after it then type the template name.
- Click Update Template.
*Adding the two colons (::) is key for treeing to work
Treeing is used for grouping sections within the following categories :
*Click the Links above more info how to use treeing for each category.