Abstract
Product: Lead Manager
Manage Templates
A user must have the User Type Privileges to access the Template Management window in Lead Manager.
Relevant eLearning:
Process:
Set a Template category
Select Menu → Manage Templates.
The Template Management window opens. The communication templates that have been created in Acoustic Campaign are listed.
Select Edit details for the template to be updated.
Select a Category by using the Category pull-down menu.
Select Save.
Enter a Template description
Select Menu → Manage Templates.
The Template Management window opens. The communication templates that have been created in Acoustic Campaign are listed.
Select Edit details for the template to be updated.
Insert a description in the description field.
Select Save.
Deactivate a Template
Select Menu → Manage Templates.
The Template Management window opens. The communication templates that have been created in Acoustic Campaign are listed.
Select Edit details for the template to be updated.
Select Inactive by using the Status pull-down menu.
Select Save.