Edit a Master Element

You can edit an existing master element.

This option is available if your enterprise uses CRM Plus.

To edit a master element:

  1. In the Navigation pane, select Proposals > Templates.
  2. On the Templates form, select the master element that you want to edit.
  3. Select the element's grid row and edit directly in the grid or Options > Edit.
    The element opens in the Proposal Builder.