Users:
Administrators | ✓ | |
Company Managers | ✓ | |
Marketing Managers | ✓ | |
Sales Managers | ||
Salespersons | ||
Jr. Salespersons |
To access the new email editor, navigate to the Email section of Lead Gen & CRM using the navigation menu on the left. Then, click on the Designer Template or Simple Template folders. Choose one of the templates to open the new email editor.
To access the Classic email editor, navigate to the Email section of Lead Gen & CRM using the navigation menu on the left. You can click on one of your older emails, if applicable, and copy or edit that email to use the classic editor. Custom Notifications are also using the Classic editor.
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