Skip to main content

Make Email Templates Available when sharing Success Plans

  • November 7, 2023
  • 0 replies
  • 3 views

heather_hansen
Forum|alt.badge.img+14

We’d love to be able to create templates that could be available for use when sharing Success Plans either externally or internally. 

Today, our teams are needing to either:
a. copy a template from somewhere else and send 

OR
b. send 2 separate emails.  One with the template and one with the SP shared.