Most users looking to create templates in ProDeal will create a new room and then repeatedly clone that room.
Another way of creating a custom template for your ProDeal account is to send an email with a PDF, .doc, or XLS file of your custom checklist to support@prodeal360.com.
The ProDeal team will add this template to your account, which you can access from the new room creation screen.
To create a new room using a Checklist Template:
- Start by clicking on the New Room button on the top right of your Dashboard.
- This will open up the page to Create a New Room.
- Fill out the necessary fields and scroll to where there’s the option to Select Template for this Room.
- Select your customized Checklist Template to apply it to the room.
- Select your Room Access Type and click Create Room to finish.
- Optionally: Turn on Checklist Access Management and Private Room options
