Template admin - category management

Launched On
July 15, 2026
PRO ONLY FEATURE
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Admin users have full control over template categories; including adding, editing or deleting templates:

You can add a brand new category here:

It will then appear as category in the list as well as the case library:

Sub-categories can also be added to existing templates:

Once added, the details of the category can be edited by selecting the pencil icon (this editing feature can be used on any category):

Once saved this new subcategory will appear in the Case Library:

What we do

At Shark Finesse we have developed an enterprise-grade cloud application to help businesses standardise and simplify their value engagements across the entire customer journey.

Shark, a business value engagement platform used by 1000’s of customer-facing teams globally (e.g. pre-sales, sales, value teams, and customer success) is easy to use, intuitive and usable directly with the customer to negotiate the likely business returns from investing in a solution.

By adopting the Shark approach you will fundamentally transform conversations with new and existing customers, close more business, and differentiate from the competition.
Find out how
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Grosvenor House, Basing View, Basingstoke, Hampshire, RG21 4HG, UK
sales@sharkfinesse.com
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