Below you can find how to edit an Email Template:
- In the Cadence » Templates » Email Templates tab, mouse hover on a Template you wish to edit.
- Click the Edit icon on the floating toolbar.
- After the Edit Template window pops up, make the changes as needed and click the Preview icon to view the changes done.
- Click Send Test Email to send a test email to the registered email address (email account from which the emails have to be sent to the prospects) configured under the Settings » Email Settings tab.
- Click Save to save the changes. An alert message below will be displayed.
NOTE: Only the owner of the template can edit or modify the shared template.
Please contact Koncert Support for any questions at firstname.lastname@example.org or 603-952-2505.