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Global Templates

Find a global template and copy it to your company or personal templates

Company Templates

Edit a company template or copy it to your personal templates. Company templates can only be edited by admins.
Non-admins can create a company template from their personal template.

Personal Templates

Edit a company template or copy it to your personal templates. Company templates can only be edited by admins.
Non-admins can create a company template from their personal template.

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  • Customer Name
  • Customer Role
  • Customer Email
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