Can I share email templates with my team?
Email templates are available on the Sell Professional Plan and above.
- If you are not an admin on the account, email templates are created individually for personal use only. For more information, see the article: Creating a personal email template.
- Admins can set up email templates for leads and contacts that can be accessed by all users on the account. For more information, see the article: Creating and editing email templates.
If you are not on the appropriate plan, the current workaround for a Sell user is to copy and paste your template and send that information to your team members so that they can create the template in their own account.