Why Are My Sales Automation/Workflow Templates Missing

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Why Are My Sales Automation/Workflow Templates Missing

Post by admin » Fri Dec 14, 2018 11:17 am

Why Are My Sales Automation/Workflow Templates Missing?

Symptoms
1. You click the "Stage" button on an opportunity to execute a workflow and the workflow doesn't execute.
2. You try to add a Sales Automation action and get the following error saying that your templates aren't available.
Image
3. You click go to "Prophet Administator". Your "Outlook Templates" section is empty or has files missing:
Image
But you have Sales Automation or Workflow actions assigned:
Image

Solutions
1. Open up your File Explorer and find the folder that stores all of your Sales Automation/Workflow templates.
2. Copy the file path.
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3. Open the Windows Registry by opening "Regedit".
4. Browse to Computer\HKEY_CURRENT_USER\Software\Avidian Technologies\Prophet
5. Click on "TemplatePath" and change the old address to the correct address.
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6. Restart Outlook to see the changes take effect.

If you're still having issues after that you'll need to setup a support ticket by clicking HERE or call us: +1.800.399.8980

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