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Infinite Lead Manager

Manage Templates

Abstract

Product: Lead Manager

Manage Templates

Relevant eLearning:

18_ManagingTemplates.jpg

Process:

Set a Template category
  1. Select MenuManage Templates.

  2. The Template Management window opens. The communication templates that have been created in Acoustic Campaign are listed.

  3. Select Edit details for the template to be updated.

  4. Select a Category by using the Category pull-down menu.

  5. Select Save.

Enter a Template description
  1. Select MenuManage Templates.

  2. The Template Management window opens. The communication templates that have been created in Acoustic Campaign are listed.

  3. Select Edit details for the template to be updated.

  4. Insert a description in the description field.

  5. Select Save.

Deactivate a Template
  1. Select MenuManage Templates.

  2. The Template Management window opens. The communication templates that have been created in Acoustic Campaign are listed.

  3. Select Edit details for the template to be updated.

  4. Select Inactive by using the Status pull-down menu.

  5. Select Save.