How to Add Descriptions to Your CRM Templates
Adding Descriptions to CRM Templates
You can now enhance your CRM templates by adding short descriptions and categorizing them by type. This feature helps organize your template library and provides clear context for team members.
Who Can Add Template Descriptions?
Currently, only Agency Admins have permission to add or edit descriptions for templates.
Steps to Add a Template Description
- Access the Template Library: Navigate to your CRM's Template Library section.
- Select a Template: Hover over the template you want to modify and click the Edit option that appears. Alternatively, open the template and click the Edit button located in the top-right corner.
- Add Your Description: In the template editor, locate the field for adding a short description. Enter your descriptive text here.
- Save Your Changes: Click either Save as Draft or Publish Template to apply the new description.
Frequently Asked Questions
Can descriptions be added to all templates?
No. Descriptions can only be added to templates that are currently in a Draft state. Published templates cannot be edited in this way.
Who has permission to add descriptions?
Only users with Agency Admin privileges can add or modify template descriptions.