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heather_hansen
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November 7, 2023

Make Email Templates Available when sharing Success Plans

  • November 7, 2023
  • 0 replies
  • 8 views

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.