Create multiple Templates per department
Create a different Template for each department, office or role.
Plan your Templates
Start by identifying the connectors everyone shares. Then the ones specific to each department.
| Department | Specific connectors | Shared connectors |
|---|---|---|
| Management | Direct phone, Executive calendar | Email, LinkedIn, Website |
| Sales | Mobile, WhatsApp, Meeting calendar | Email, LinkedIn, Website |
| Support | Support email, Telegram | Email, LinkedIn, Website |
| Marketing | LinkedIn, Meeting calendar | Email, LinkedIn, Website |
Example: Management Template
- Email → {{email}} (dynamic)
- LinkedIn → {{linkedin}} (dynamic)
- Direct phone → {{telefono}} (dynamic)
- Company website → www.company.com (static)
- Executive calendar → calendly.com/ceo (static)
Example: Sales Template
- Email → {{email}} (dynamic)
- Phone → {{telefono}} (dynamic)
- Mobile → {{movil}} (dynamic)
- WhatsApp → {{telefono}} (dynamic)
- Meeting calendar → calendly.com/sales (static)
💡 Tip: Use clear names such as "Management Template" or "Sales Template" so you can tell them apart at a glance.