Click the CRM option
Clicking the CRM option will direct you to the Customer Relationship Management section where you can manage contacts, track interactions, and view analytics related to customer engagement.
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Shared guide
Share an email template with your team in CRM
Share your email template with your team in CRM to enhance collaboration and ensure consistent communication by adjusting access settings for team members or specific users.
viktoriaShare your email template with your team in CRM to enhance collaboration and ensure consistent communication by adjusting access settings for team members or specific users.
Step-by-step Guide5 steps
Click the Message Templates option
Selecting 'Message Templates' will open the section where you can create and manage your message templates for various communications.
Loading screenshot…100%Click the Actions button
Clicking the Actions button opens a menu with options to manage your message templates, allowing you to perform various tasks like editing or deleting them.
Loading screenshot…100%Click the Manage sharing option
This action opens the sharing settings for the selected message template, allowing you to adjust who can access or collaborate on it.
Loading screenshot…100%Click here to select sharing options
Clicking this option allows you to choose who can access the template, with options for Private, Everyone, or Specific users or teams.
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