Skip to main content
A
Anonymous
October 21, 2014
Question

Publishing Email Templates to Sales Insight

  • October 21, 2014
  • 1 reply
  • 1093 views
Hi All,
I am trying to publish various approved email templates to Sales Insight so if the sales people want to send a note to their prospect, they can select letter head if they wish to.  I learned how to publish emails to Sales Insight but cannot figure out how to publish the templates.  Thank you in advance.

 
This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

1 reply

A
Anonymous
October 21, 2014
Hey Mary,

You will need to create emails with the different templates and enter a note that the rep needs to modify the text prior to sending. I would place all of your emails within a "Email Template" folder in Design Studio to keep them together.

That make sense?
Terms & ConditionsAccessibility statement

Loading footer...