Copying a Custom Email Notification Template

1. Navigate to   > Settings > System Messaging.
2. Go to one of these tabs, depending on the type of email notification you’re customizing:
   • Welcome Emails
   • Lead Distribution
   • Lead Registration
3. Go to the template you want to view.

4. Click Options > Copy.

   

   A new version of the email template is created. Add a name and configure the settings as applicable. For more information, see Creating a Custom Email Notification Template.

5. Click Save to preserve the update, Save and Close to complete it and return to the template list, or Cancel to abandon the update.
6. If applicable, activate the template for use. For more information, see Activating / Deactivating a Custom Email Notification Template