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In today's webinar, we will be discussing how to create word templates within CRM. Word templates are shell documents that pull data fields from CRM, allowing you to customize which data fields you want to include. This eliminates manual typing and makes it easy to transfer data to other documents. Templates are customizable, and many people use them to add logos and other branding elements. Word templates are often used for handing over cases or opportunities to production teams, similar to work orders within CRM. This can be helpful when the production team needs physical documentation for fieldwork or other purposes.
