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. 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A) Unpublished Templates:
Go to Settings > Notes Templates.
Select the draft template you want to modify.
Make the necessary changes and save.
B) Published Templates:
Option 1: Direct Editing (Changes Published Immediately)
Go to Settings > Notes Templates.
Select the published template.
Make the desired changes and save. Note: These changes will be live for all users.
Option 2: Duplicate and Edit
Go to Settings > Notes Templates.
Click the ellipsis (...) next to the published template.
Select Duplicate.
Make the desired changes to the duplicated template.
Save as a draft until you're ready to publish.
3. Unpublishing or Deleting a template
Go to Settings > Notes Templates.
Click the ellipsis (...) next to the desired template.
Select Unpublish to disable user access.
Select Delete to permanently remove the template.
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