Template and documents
I would like a better way to organize email templates and documents so we don't have to spend so much time scrolling to find what we need. We should be able to organize them into catagories and sub catagories such as Sales Follow Up emails, Scheduling Emails, Post Sale Emails, etc.
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Terrie MACKEY
shared this idea
This has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.