Module Templates
Get started quickly with pre-built module templates
Module Templates
Templates give you a head start with pre-configured modules for common use cases. Start with a template and customize it for your needs.
Using Templates
Browsing Templates
- Go to Settings > Modules
- Click Create Module
- Select Start from Template
- Browse the template library
Template Preview
Before installing, preview:
- Fields included
- Default views
- Sample data (optional)
- Recommended automations
Installing a Template
- Select a template
- Review the configuration
- Customize the name if needed
- Click Create Module
The module is created with all template settings applied.
Templates create new modules - they don't modify existing ones. You can safely experiment.
Available Templates
Sales Templates
Leads
- Lead source, status, and score fields
- Kanban view by status
- Lead qualification workflow
Contacts
- Contact information fields
- Linked to Companies
- Email activity tracking
Companies
- Company profile fields
- Linked to Contacts and Deals
- Industry and size segmentation
Deals
- Pipeline stage tracking
- Value and probability fields
- Kanban and forecast views
Operations Templates
Projects
- Project phases and milestones
- Team assignment
- Timeline views
Tasks
- Priority and status
- Due dates and reminders
- Kanban by status
Meetings
- Date, time, attendees
- Calendar view
- Linked to contacts
Industry Templates
Properties (Real Estate)
- Listing details
- Photos and documents
- Status pipeline
Candidates (Recruiting)
- Application stages
- Interview scheduling
- Hiring pipeline
Inventory (Retail/Warehouse)
- SKU and quantity tracking
- Reorder alerts
- Location management
Custom Templates
Create templates from your own modules:
- Configure a module perfectly
- Click Save as Template
- Add description and tags
- Share with your team or keep private
Template Customization
After Installation
Templates are fully editable after installation:
- Add or remove fields
- Modify views
- Change automations
- Adjust permissions
Renaming
Change the module name to match your terminology:
- "Deals" → "Opportunities"
- "Projects" → "Initiatives"
- "Tasks" → "Action Items"
Removing Unused Fields
Templates include common fields. Remove any you don't need:
- Go to module settings
- Click on unused field
- Select Delete Field
Template Best Practices
Start Simple
Begin with a template and remove complexity:
- Delete fields you don't need
- Hide views you won't use
- Simplify before adding
Customize Field Options
Adjust picklist values to match your process:
- Change status options
- Update stage names
- Add your categories
Connect to Existing Modules
After installing, link to your other data:
- Add reference fields to related modules
- Set up relationship automations
- Build connected views
Creating Templates
From Existing Module
Turn your configured module into a reusable template:
- Configure the module completely
- Create useful views
- Set up automations
- Go to Settings > Save as Template
Template Content
Templates can include:
- Field definitions
- View configurations
- Automation rules
- Sample data (optional)
Sharing Templates
Workspace templates: Available to all admins in your workspace
Team templates: Shared within specific teams
Private templates: Only accessible to you
Template Library
Coherence Templates
Our team maintains templates for common use cases:
- Updated regularly
- Best practices built-in
- Tested configurations
Community Templates
Browse templates shared by other users:
- Real-world examples
- Industry-specific solutions
- Creative configurations
Can't find what you need? Start with the closest template and customize, or create from scratch and share it back to the community.
Related: Creating Modules | Fields & Properties