Access the walk through tutorial --> https://youtu.be/VAOc_ZZNIxo
Product Templates are key to reducing the amount of time you spend creating a proposal. Once you have you create your product template, you can pull them into any scenario with a single click, then make any minor edits necessary.
- Creating a product template inside MC
- Adding closing costs to a product template
- Adding monthly costs to a product template
- Using the Add Product Template button