- 1. In Centra HUB CRM setting, Type Frequencyin the search box on the left side of the screen.
- 2. From the drop-down list of service Master, Click on Frequency template.
- 3. Click on New frequency template on the frequency list page.
Note: Frequency Template List page provides the list of Frequency templates which can be used in scheduling WorkFlows.
- 4. On the frequency template, Enter the name of the frequency template.
- 5. Select the frequency period for the template.
- 6. Set the range of occurrence of the frequency template.
- 7. Click on Save.