Gradient Works Docs
ProductDynamic BooksPricingRequest Demo
  • Welcome
  • ACCOUNT RESEARCH
    • Overview
      • Features
    • Market Map
      • Account Import
        • Salesforce
        • HubSpot
      • Salesforce Integration
        • How to Install Similar Accounts Component
      • CRM Export
        • Salesforce
        • HubSpot
      • FAQs
        • Attributes in Market Map
    • AI Researcher
      • How to create & configure an AI Researcher
      • Writing effective prompts
      • Prompt examples
      • Managed AI Researcher
    • Lookalikes
    • Credits
  • Bookbuilder
    • Overview
    • Enroll Accounts
    • Target Books
      • Target Book Report
      • Edit Reps
    • Account Coverage
      • Market Coverage
      • Rep Coverage
      • Working Activities
    • Transfer Accounts
      • Concepts
      • Account Pool
      • Distributions
      • Retrievals
      • Returns
      • Templates
      • Scheduling
      • Troubleshooting
    • How-to Guides
      • How to Rank Accounts for Distributions and Retrievals
      • How to Use the "Is In" Operator
  • Routing
    • Overview
    • Dashboard
    • Round Robin Queues
      • Create Queues
      • User Availability Status
      • User Working Hours
    • Users
    • Capacity Meters
    • Lead and Account Matching
    • Automation
      • Automation Executions
      • Log Entries
  • Automation Builder Kit (ABK)
    • Getting Started
    • Actions
      • Assignment
        • Directly Assign Items
        • Round Robin Assign Single Item
        • Round Robin Assign Multiple Items
        • Schedule and Assign Single Item
      • Dynamic Books
        • Retrieval
      • Flow Lifecycle
        • Execute Subflow
        • Failed
        • Finish
        • Resume
        • Start
      • Leads
        • Convert Lead
        • Convert Multiple Leads
      • Logs
        • Log Message
      • Matching
        • Match Account to Account
        • Match Lead to Account
        • Match Lead to Contact
        • Match Lead to Lead
      • Next Steps
        • Add Person to Campaign
        • Add Person to Sales Engagement Cadence
        • Check Person Enrollment in Cadence
        • Create Task
        • Send Single Assignment Email
        • Send Slack Message
      • Users
        • Get Used Capacity
        • Update Capacity
        • Update Weight
      • Utils
        • Evaluate Domain against Denylist
      • Advanced
        • Build Record Map from Lookup
        • Build Record Map from Field
        • Build Text Collection from Field
        • Convert ItemAssigned to Assignment
        • Execute SOQL
        • Get Record from Record Map
        • Assign Pending Items for Multiple Queues
        • Assign Pending Items for Single Queue
        • Enqueue Multiple Items
        • Enqueue Single Item
    • Models
      • AccountMatchResult
      • AccountToAccountMatch
      • Assignment
      • ConvertLeadRequest
      • ConvertLeadResult
      • DomainEvaluationResult
      • GenericSObject
      • LeadToAccountMatch
      • LeadToContactMatch
      • LeadToLeadMatch
      • QueueUserWeight
      • RecordMap
  • Integrations
    • Getting Started
    • Slack
    • Google Workspace
    • Microsoft 365
    • Salesloft
    • Outreach
  • Advanced
    • Salesforce Permissions
  • Miscellaneous
    • Changelog
Powered by GitBook
On this page
  • Managing templates
  • Using templates
  • Templates use cases
  1. Bookbuilder
  2. Transfer Accounts

Templates

Save time with reusable configurations for distributions and retrievals

PreviousReturnsNextScheduling

Last updated 9 months ago

Templates allow you to managed saved configurations that you can use to create new pre-configured or without having to start from scratch each time.

Templates work the same for both distributions and retrievals; the only difference is in the available configuration fields. The screenshots below refer to distributions, but apply to retrieval templates as well.

Managing templates

Access the templates listing from the left nav under either "Distributions" -> "Templates" or "Retrievals" -> "Templates".

Creating templates

From the listing screen, click "New Template" to create a new template.

When creating a template, you provide all the same configuration details as you would when you create a distribution or retrieval. Once you're done, you have two options:

  • Save and Exit - This will save the template for later use

  • Save and Use - This will save the template for later use and immediately use the template to create a new distribution or retrieval, respectively

Editing templates

To edit a template, click the template name in the listing, update the configuration and use one of the save buttons to save. Click "Cancel" to abandon any edits.

Other actions

  • Configure - edit the template

  • Use Template - create a distribution or retrieval from this template

  • Duplicate - create a copy of this template

  • Delete - remove this template

Using templates

When you use a template to create a new distribution or retrieval, it will pre-populate that distribution or retrieval with the same configuration as the template.

Edits made to the distribution or retrieval created from the template will not modify the template and vice-versa.

There are three ways to use a template to create a distribution or retrieval:

  • Click "Save and Use" when creating or editing a template

Templates use cases

Use a template for any account transfer process that you may need to do repeatedly. There are no limits on the number of templates, so create as many as you like to save any configuration you think you might need again in the future.

Some examples use cases for templates include:

  • Sales play distributions - Create a template that contains standard criteria you might use in a sales play. For example, you could create a template that only includes accounts from a specific industry. When you use the template to create the distribution, you could update the industry criteria to include specific ones you want to target.

  • Offboarding a leaving rep - Create a retrieval template that retrieves all of the rep's accounts and distributes them back to a pool user.

  • Onboarding a new rep - Create a template that provides an initial set of accounts for a new rep to work

Click in the template listing to access other actions:

Click from the template listing and select "Use Template"

Click beside either "Distributions" and "Retrievals" in the left nav, select "Start from a template". This will take you to the correct template listing where you can do one of the above actions.

Routine top-off distributions - Create a pre-configured top-off distribution to run weekly or monthly to a set of target books (See to completely automate the process).

Routine retrievals of unengaged accounts - Create a pre-configured retrieval to pull back accounts that haven't been engaged recently (See to completely automate the process).

Scheduling
Scheduling
distributions
retrievals
Templates listing
Create new distribution template screen