Sales Email

MFurlong
Member

Assigning a Template to a Team

SOLVE

Every time I press 'manage sharing' and assign a template to a team, it never shows up under that team.

 

Is there a step that I'm missing?Screenshot 2024-03-01 at 9.52.48 AM.pngScreenshot 2024-03-01 at 9.52.58 AM.png

0 Upvotes
1 Accepted solution
trevordjones
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Assigning a Template to a Team

SOLVE

Hi @MFurlong ,

 

Manage sharing doesn't necessarily change the owner of the Template.  It only changes who can see it in the Sales interface, so toggling the owner dropdown to the team on the templates page will filter it out, rather than show it. 

- Trevor
If my post solves your problem, please accept it as a solution.

View solution in original post

0 Upvotes
1 Reply 1
trevordjones
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Assigning a Template to a Team

SOLVE

Hi @MFurlong ,

 

Manage sharing doesn't necessarily change the owner of the Template.  It only changes who can see it in the Sales interface, so toggling the owner dropdown to the team on the templates page will filter it out, rather than show it. 

- Trevor
If my post solves your problem, please accept it as a solution.

0 Upvotes