Installing an industry template
Turn the generic workspace into a clinic, agency, store, or law-firm setup in minutes - and keep full control afterwards.
Industry templates preconfigure the workspace for a specific business: custom fields, pipelines with realistic stages, dashboards, reports, saved list views, and vocabulary (a clinic gets Patients, a real-estate agency gets Buyers and Properties).
To install one: go to Settings → Customization → Packages, pick a template, and review the install preview - it lists exactly what will be added. Confirm, and the workspace reshapes itself. Nothing is deleted; templates only add configuration.
Upgrades and rollback
Templates are versioned. When a new version is available you'll see an upgrade option with a preview of what changes. Fields you've edited yourself are preserved. If a template isn't right after all, roll it back from the same screen - your data stays, the added configuration is deactivated.
After installing
Everything the template added behaves like your own configuration: edit fields, rename labels, reorder pipeline stages, or build more reports on top. Installed fields automatically appear in list filters, search, the Report Builder, and exports.