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How to archive email templates on Close.com

Here is how to archive email templates on close.com

  1. First click on "Settings" button in the left sidebar
  2. Then click on "Templates & Snippets" option in the settings menu
  3. Next click on "More" button in the templates list row
  4. Then click on "Archive" option from the dropdown menu
  5. Finally click on "Archive template" button in the confirmation dialog
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Why should you archive email templates on Close.com

Close is a customer relationship management platform designed to streamline communication and enhance sales productivity.

Archiving email templates in Close.com is an efficient way to declutter your workspace while keeping important resources accessible.

This feature allows you to retain templates without them crowding your active templates list, improving organization and focus on current priorities.

By archiving, you maintain a clean interface, facilitating smoother and quicker email management for ongoing success.

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