Mark and Favorite in Template Library

December 21, 20241 min read

Everyone has favorites, a favorite coffee, a favorite holiday, and, of course, a favorite template. Finding your favorite template reliably helps you be more efficient and organized with your templates. With the addition of marking your favorite in the template library, this is easier than ever.

⭐️Why Is This Feature Beneficial To Your Company?

  • Maximized Efficiency: This allows you to easily find your most used or preferred templates, removing the guesswork from the system.

  • Simplified Filtering: When a template is “Starred” it will be added to its tab where you can add additional filters, such as categories, for efficient searching.

  • Brand Consistency: Standardize your brands’ look and feel by consistently using selected templates that can be updated as needed, ensuring all user know their approved options.

⭐️How To Mark and Favorite in Template Library:

  1. Choose to create from the template library.

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  2. Hover over a template and click the star icon to mark it as a favorite.

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  3. To remove it from favorites, click the star again.

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  4. You can access your favorites from the Favourites tab on the left panel. You can add filters, categories, and tags to your search for more accurate results.

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Enjoy your simplified creation process with this awesome new option, that helps you make the most out of every template and keep your favorites close.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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