This awesome feature allows a partner to automatically set up things like statuses, deal stages, and lead sources for their clients and have those copied over into all new client accounts. 


Here is the full list of what can be duplicated:

Email Templates
Campaigns

Forms
Deal Stages
Task Types
My Files
Custom Fields
Contact Statuses
Contact Temperatures
Products and Product Categories
Purchase Rules
Tags and Tag Rules
Lead Sources

To build your default database, your initials, found at the top right corner of your Hatchbuck database, which will open a drop-down menu. Click on the account option, and choose your 'Co-Brand Default' database. You will be redirected to the model database that will be duplicated every time you sign a new customer.




--Make sure you ONLY update things in this default database that you want updated for ALL NEW clients. The Demo Database is a great place to play around and adjust things that you don't want pushed to your new sign ups.


All you have to do is create the items you want to be shared with your clients in the Default Database and they will be uploaded to a client's account once they sign up.

Note: any new additions to the Default Database will NOT be duplicated to existing client accounts. It will only be added when a new client signs up.


The Template Library account allows you to create professionally designed email templates for your client's pre-designed libraries. These WILL be pushed automatically to all client accounts (existing and new) to be added to their pre-designed template libraries.