Setting the default email templates

Last updated Apr 13 2020

Seeing as we’re already on the subject of “edit and send” - there’s a new addition there as well.
When you open the Email templates Dropdown in this modal you will see all Salesforce templates. However, you are using only a few you can narrow down this list by selecting only the ones you choose to display.
* Many thanks to Maor Vahab for this request!
Watch how to set the default for the email templates dropdown in Edit and Send


Enjoy!


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