We really need some improvements and better organization around email templates, especially due to the fact that you can't use Relationship email templates for Account outreaches and vice versa, and there's no way to tell what type of email template is which.
I just created a new Co-Pilot outreach. To save time (ha!) I cloned an existing email template (because if you copy and paste text from one email template to another, you lose all the formatting). What I didn't notice is that the email template I copied is a Relationship email template, so after getting my PowerList all set up, and my email template set up, when I go to create the Outreach, my email template is nowhere to be found, because my Outreach is an Account Outreach.
So now back to square one to re-create my email template from scratch.
THERE IS NO REASON AN EMAIL TEMPLATE NEEDS TO BE LIMITED TO RELATIONSHIPS OR ACCOUNTS!!
I see there's a handy-dandy filter option on the email templates, but as soon as you scroll over to try to select something, it disappears, so that works well. (Here's a video: https://www.screencast.com/t/mB98Zxr7d )
Best answer by praneet
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