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How to duplicate email templates on Close.com

Here is how to duplicate email templates on close.com

  1. First click on "Settings" in the left sidebar
  2. Then click on "Templates & Snippets" in the settings menu
  3. Next click on the three-dot menu button next to the template in the list
  4. Finally select "Duplicate" from the dropdown menu
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Why should you duplicate email templates on Close.com

Close is a dynamic CRM designed to boost sales efficiency and streamline communication.

The feature to duplicate email templates on Close.com offers a seamless way to maintain brand consistency and save time. Instead of starting from scratch, simply clone an existing template and tweak the details as needed.

This ability ensures that teams always use proven layouts while introducing personalization. By minimizing repetitive tasks, focus remains firmly on connecting and closing deals, rather than on formatting emails.

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