How to edit or delete a marketing template

From the Marketing module, you can edit or delete your marketing campaigns. To do so, follow the steps below:

1. Log in to SalesVu.com

2. Click on 'Marketing'

3. Click on 'Email/SMS Marketing'

4. Find the template you want to delete or edit and click on the 'v' drop-down right side of the template's name

5. Click on 'Delete' or 'Edit'

Note: When editing, you can modify the 'Type', 'From Name', 'From Email', and the campaign's 'Subject' and 'Body'

To review more about how to configure a Marketing template, click here.