Copy a Template
Use these steps to copy a template.
To copy a template:
- Under the Setup menu section, go to .
- Use the search filter and/or the Search field at the top of the workspace to select the template you want to copy.
- Click Copy Email Details....
- In the Copy Email Details wizard that displays, use the Copy from dropdown list to select a record to copy from.
- Click Copy Email Details.
Parent Topic: Templates Procedures