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Categories for Email Templatesin Copilot

  • 13 April 2016
  • 0 replies

Userlevel 4
Within Copilot.

It would be useful if there were "folders" or some other organization structure for email templates. As a CSM, it would be great to filter by different categories such as general outreach templates, email, training templates, surveys etc. 

As templates are added it is unwieldily to scroll down the page and look at all the template cards. 

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