How Team Owners Share Templates with Team Members

*Note: Be sure to communicate your expectations for Team Members to follow up with accepted Contacts.

Step 1

Click "Templates" on the system's left side.

Step 2

Locate the template you want to share, and click the "three-dot" menu on the far right of the row.

Step 3

Click "Share."

*Note: A "Template share" pop-up menu will appear.

Step 4

Click the dropdown menu underneath "Select community/team."

Step 5

Click the "Team" name with which you want to share the template.

Step 6

Click the blue "Share" or "Cancel" button to abandon the action.