If you use saved CRM templates, pipelines, or setup packages in your business, it helps to know when they are being imported and used. Daily import summaries make it easier to keep an eye on activity, stay organized, and understand which setups are actually being put to work.

📌 Why This Matters

When you have multiple templates or prebuilt setups inside your CRM, it can be hard to tell which ones are being used most often. A daily summary gives you a simple view of import activity, so you can quickly spot what is getting attention, what may need improvement, and where your team is relying on repeatable systems. This kind of visibility helps small business owners stay in control without having to manually check activity throughout the day.

✨ What’s New

• Notification choices: Pick which saved templates or shared setups you want included in your daily summary.
• In-app daily summary: View a quick overview of import activity directly inside your CRM.
• Email digest: Get a more detailed daily breakdown of imports for each saved setup.
• Usage visibility: See where and how often your templates are being imported so you can better understand adoption.

🛠️ How to Use It

1. Step 1: Open your CRM notification settings and choose which templates or shared setups you want tracked in the daily summary.
2. Step 2: Check your in-app summary each day for a quick snapshot of import activity.
3. Step 3: Review the email digest for more detail on which setups were imported and how often.
4. Step 4: Use that information to decide which templates should be updated, reused more often, or turned into your standard operating process.

💡 Pro Tip

If one template is used far more than others, turn it into your default process so your team saves time and serves more customers consistently.