Re-Launch Account Plan Templates

ver. 1.0

This article is for an administrator only.


Re-Launch Templates

The Action Plan Templates have proven to be a very popular feature. Recent enhancements include the ability to re-launch existing templates to new accounts.

Go to Settings > Templates to access this feature.


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk