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Supercharge Your Team's Calls with Modjo Notes Templates
Supercharge Your Team's Calls with Modjo Notes Templates

This guide will walk you through the process of creating, modifying, and managing your Modjo Notes Templates.

Celeste avatar
Written by Celeste
Updated this week

Want to ensure consistent and effective calls across your revenue team? Modjo Notes Templates provide a structured framework for every conversation, guiding your team with pre-defined agendas, questions, and key talking points.

Before you begin: You'll need administrator/manager permissions in Modjo to access and manage Notes Templates.

  1. Create a template

  2. Modify a template

  3. Unpublish/Delete a template

1. Creating a template

Step 1: Access Notes Templates

  • Click the lightning bolt icon and select Notes Templates. Alternatively, navigate to Settings > Notes Templates.

Step 2: Add a New Template

  • Click Add Template.

Step 3: Configure Template Details

  • Title: Give your template a clear and descriptive title (e.g., "AE - Demo Call," "SDR - Discovery Call," "CS - Onboarding Call").

  • Team (Optional): Choose which team should have access to this template. Leaving it blank will make it accessible to all users.

  • CRM Integration (Optional):

    • Enable the "Log notes into the custom fields of your CRM" option.

    • Important: Select a CRM custom field with a text format to avoid character limitations.

    • Choose the relevant CRM field entity (Account, Contact, Deals, Leads).

    • Click Activate and select the desired CRM custom field.

Make sure not to choose a field with a limited amount of authorized characters (example of Salesforce's fields formats below)

Step 4: Build Your Template Content

Use a combination of the following elements to structure your template:

  • Headings: Divide your template into clear sections.

  • Bullet Lists: Outline key talking points, questions, or steps.

  • To-Do Lists: Include actionable items for the call.

  • CRM Fields: Dynamically pull in relevant CRM data for context so your sales can edit them during the meeting.

Formatting Tips:

  • Use the toolbar for easy formatting options.

  • Select text and type "/" to access formatting shortcuts.

Step 5: Save and Publish

  • Save as Draft: Save your template without making it accessible to users.

  • Save and Publish: Make your template immediately available in the Live Note application for all assigned users.

Note: As an administrator/manager, you can access all templates within your Modjo Notes application.

2. Modify an existing template

A) Unpublished Templates:

  1. Go to Settings > Notes Templates.

  2. Select the draft template you want to modify.

  3. Make the necessary changes and save.

B) Published Templates:

  • Option 1: Direct Editing (Changes Published Immediately)

    1. Go to Settings > Notes Templates.

    2. Select the published template.

    3. Make the desired changes and save. Note: These changes will be live for all users.

  • Option 2: Duplicate and Edit

    1. Go to Settings > Notes Templates.

    2. Click the ellipsis (...) next to the published template.

    3. Select Duplicate.

    4. Make the desired changes to the duplicated template.

    5. Save as a draft until you're ready to publish.

3. Unpublishing or Deleting a template

  1. Go to Settings > Notes Templates.

  2. Click the ellipsis (...) next to the desired template.

  3. Select Unpublish to disable user access.

  4. Select Delete to permanently remove the template.

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