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3 articles

Email Template Cheat Sheet

Editing dynamic email templates (templates with fields) can be a little tricky - there are a lot of…

Email: Project Kick-Off and Scoping Workshop set up / invitation

Note If, as PM, you have not yet had a chance to speak with the prospective client, it may be usefu…

Update Email Templates in System

To update the email template in the system please follow the instructions. 1) To access the email t…
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