Making it Easier to Work With Templates

clone-email-templatesTemplates make it easy to send sales emails quickly and efficiently, while collecting valuable insights into which approaches work the best at different stages of the sales process. Two improvements to templates that stemmed from user feedback are now live.

  • Template Sharing Options - You now have the option to share email templates with your team, or keep them just for yourself. When creating a template in HubSpot CRM, look for the "Share this template with my team" checkbox.
  • Clone a Template - Now, cloning a template takes only one click from the templates table view.

These updates are now available to all HubSpot CRM users. Visit Templates to give them a try.

Topics: HubSpot CRM, All Updates, Sales - All Updates



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