How to Edit an Internal Notification

Internal Notifications include emails that notify a user that a CRM Record/Document Package/Campaign needs review, has been rejected, or has been approved. The copy of these emails can be customized in Notification Settings. 

Steps

  1. Click the Settings Gear.
  2. In the dropdown menu, click ‘Notification Settings’.
  3. In the System Notification Templates section, scroll to find the email in need of edits.
  4. Click ‘Edit Template’.
  5. Made the necessary edits. 
  6. Click ‘Save’.
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