Released - Templates for email & activities to be store by teams

Feature requests
1

Have the Templates for email & activities to be store by teams, right now they are user base, but it will be nice to use them across different teams.

2

Hi @ofuks001!

Thank you for that request.

I will pass it to our R&D team so it can be considered :slightly_smiling_face:

Cheers,
-Matias

2 Likes
3

Thanks for this idea @ofuks001 - we would love to see this feature as well, or email templates per board would be great as well.

5 Likes
4

Totally agree. It’s very abnormal for individual users to be the only one with templates, except in one person companies.

1 Like
5

Hello all!

Thank you for the feedback!

Your votes have been added to this request :slightly_smiling_face:

Cheers,
Matias

7

Hey everyone! I have really good news for you! Check out this update

8

I think sharing Emails & Activities templates should be a core feature, not only for CRM. Especially for smaller companies, who do not need complete CRM/sales funnels, these templates should be available for all seats. (3 in our case, although we only need 2).