Clearing the Slate: Deleting Message Templates in Your CRM

Learn how to declutter your message template library with this guide on deleting message templates in your CRM. Discover the step-by-step process for removing outdated or unnecessary templates, ensuring your template library remains organized and efficient. This article provides clear instructions on how to delete message templates, including tips for identifying templates that no longer serve your needs. Whether you're streamlining your communication workflow or optimizing template usage, mastering template deletion ensures you maintain a lean and effective CRM environment.

1. Navigate to your Inbox

1 Click on "TEST".

2. Proceed to 'templates snippets'

2 Upload

3. Choose the message template to remove

3 Next up, click here.

4. Finish by clicking delete

4 Upload

Did this answer your question?

😞

😐

😁