How to Edit / Change / Update Email Category Name

Updated :

You have the ability after an email category has been created to change it.  You may want to change it to make it more specific or you may want to change it because you misspelled it.  

While you are logged into your CRM system, click on the Emails tab and select Email Templates

On the left hand side, select the Email Category that you would like to change.

For this example we will be changing the name from Rent Vs Own to Rent vs Own Emails.  After you type in the new name, click Update Category Name.

Comments

Powered by Zendesk