Editing a Template Step by Step
Templates refer to the window that opens when you click on a record within the opportunity manager. Opportunities (or whatever phrase your business uses) are one of the primary features of Prophet and the data they track is what will help you better understand your sales pipeline and enhance your forecasting capabilities. Make sure to spend time tailoring your templates to fit what data each department should be tracking and what they are using the data for.
Step One: Navigate to the Templates menu
Step Two: Select which template you would like to edit and press the Edit button
Step Three: Select the edit button of the tab or data field within a tab that you wish to customize
Note: Editing the data fields in the product and services tab will effect product and service groups (see video)