# How to Edit a Template

## Editing an existing template

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## Configuring CRM with Meetingflow

[Configuring CRM with Meetingflow](/content/help-center/using-meetingflow/how-to/configuring-crm-with-meeting-flow/index.html)

## New User Setup – Video Walkthrough

[New User Setup – Video Walkthrough](/content/help-center/new-user-setup-video-walkthrogh/index.html)

## How to Select and Change a CRM Preset

[How to Select and Change a CRM Preset](/content/help-center/how-to-select-and-change-a-crm-preset/index.html)

## New User Setup

[New User Setup](/content/help-center/new-user-setup/index.html)

## How to Create a CRM Preset

[How to Create a CRM Preset](/content/help-center/how-to-create-a-crm-preset/index.html)

## How to Create a Custom AI Shortcut

[How to Create a Custom AI Shortcut](/content/help-center/how-to-create-a-custom-ai-shortcut/index.html)