How to save a template from blank canvas

Heino · ‎Sep 17, 2017

Hi there!

I am new to Hubspot and just setting my account up.

I entered a template based on a blank canvas but the save functionality is not available.

Is this not possible with the free Hubspot CRM plan?

Please advise.

Best,

Heino

edjusten · ‎Sep 17, 2017

Hi @Heino Welcome to the community. As a free user you can add up to five templates for use in the CRM. Instructions for creating templates are located here.

When you are creating a template, you must add a title to the template (in the Name section) and text in the main body of the template in order to activate the Save Template button.

Can you verify that you added a name? If you did and the save button did not activate, please forward a screenshot and I can look further.

Ed

INBOUND 2017 is just around the corner. Find out more at inbound.com or check out the post on the main Community page and check out the upcoming AMA with Deb Calvert.

Did my post help answer your query? Help the Community by marking it as a solution

View solution in original post

edjusten · ‎Sep 17, 2017

Hi @Heino Welcome to the community. As a free user you can add up to five templates for use in the CRM. Instructions for creating templates are located here.

When you are creating a template, you must add a title to the template (in the Name section) and text in the main body of the template in order to activate the Save Template button.

Can you verify that you added a name? If you did and the save button did not activate, please forward a screenshot and I can look further.

Ed

INBOUND 2017 is just around the corner. Find out more at inbound.com or check out the post on the main Community page and check out the upcoming AMA with Deb Calvert.

Did my post help answer your query? Help the Community by marking it as a solution

Heino · ‎Sep 18, 2017

Thank you very much! It solved my problem.

CRM