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How do you edit a template?
How do you edit a template?
Surender Nadarajan avatar
Written by Surender Nadarajan
Updated over a week ago

Intent of the article:

This article explains how to edit a template.

Purpose of editing a template:

Editing a template in Salesgear means that you are modifying the name of the template and its accessibility. This feature comes in handy when you want to rename your template or share a template with your team.

Editing a template:

  1. Click on the ‘templates’ icon in the vertical side menu bar. This will display the list of created templates.

  2. Click on the ‘more options’ button (three vertical dots) on the extreme right of the template that you want to edit.

  3. Click on ‘edit’ from the drop-down menu.

  4. Click the cursor on the template’s name to modify it. You can also update the accessibility of the template here.

  5. Click ‘save’.

  6. This will update the template.

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