Hi there, I made a 'Find Work Email template' specifically for my team to use, is it possible to add this to this section? So they can go there by clicking on 'Create new' - 'Start from template'. (So my team doesn't need to duplicate the template every time they use it). Thank you in advance!
You can share your custom template with your team by using the "Share as Template" feature. Here's how:1. Open the workbook containing your 'Find Work Email template' 2. Click the drop-down menu and select "Share as Template" 3. Click the "Turn on sharing" button 4. Copy the generated link to share with your teamNote that there is a limit of 5 tables per shared workbook. Source: Metaprompter, shared workbooks, new hire signals, Outreach integration, and more!
Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.