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Editing an existing email template is a lot like creating a new one.

1. Click on the tools icon in the upper right corner of your pipe’s dashboard to open the tools menu, then on email templates:

2. Click on the icon next to the name of the email template you wish to edit;

3. Edit everything you wish to, then click on the “save” button to record the changes you’ve made.

To edit the sender/receiver information of an email template set up in a phase, click on the three dots next to the name of the phase, then on edit this phase. Roll the screen down to find the existing email templates then click on the one you want to edit.

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