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How to duplicate an archived SMS template on Close.com

Here is how to duplicate an archived sms template on close.com

  1. First click on "Settings" in the sidebar
  2. Then click on "Templates & Snippets" in the left navigation menu
  3. Then click on "SMS" tab in the Templates & Snippets section
  4. Then click on "Archived" filter button in the top toolbar
  5. Then click on the "More" menu button for the SMS template
  6. Then click on "Duplicate" option in the dropdown menu
  7. Then click on the "Share with Organization" checkbox in the template settings
  8. Finally click on "Save" button to save the duplicated template
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Why should you duplicate an archived SMS template on Close.com

Close is a powerful CRM platform designed to streamline sales processes and boost team productivity.

Duplicating an archived SMS template on Close.com offers immense convenience for users. This feature allows you to effortlessly reuse and customize past communication, saving precious time in crafting new messages.

By leveraging archived templates, you maintain consistency in client interactions, ensure quality, and personalize outreach with minimal effort. This efficient workflow optimizes communication strategies, enhancing engagement and fostering stronger business relationships.

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