Issue with Saving Waterfall Templates for Admin Users

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Clay
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To save a waterfall template, follow these steps while creating a waterfall: 1. Select Save as template during waterfall creation 2. Give your template a name, description, and category 3. Select Save template Note: Waterfall templates cannot be edited once created, only created and deleted. As an Admin, you have full workspace permissions including managing all resources, so there shouldn't be role-based restrictions preventing you from saving templates. If you're still unable to save templates, please request human assistance by clicking on "Talk to a person" for further troubleshooting.
Sources: Waterfall | Documentation | Clay University Waterfall | Documentation | Clay University Waterfall | Documentation | Clay University Roles and permissions | Documentation | Clay University
Bo (.
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Hey, Thanks for flagging this—I’ve reported it as a bug, and our team is looking into it. We’ll follow up as soon as it’s resolved. Sorry for the trouble! Let me know if you have more questions.
Bo (.
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Hey — the issue is that this specific work email waterfall can’t be saved as a template from that screen. If you create a custom one instead, you’ll see the option to save it as a template. Let me know if you have more questions.
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