Re: Sales Insights Email: Allow CRM user to edit email

Katie_Paultre
Level 1

Sales Insights Email: Allow CRM user to edit email

We want to disallow CRM users from editing emails in Sales Insights to prevent changes within the template, but is it possible for users to add a note above the templated email to personalize the mailing?

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Vinay_Kumar
Level 10 - Community Advisor

Re: Sales Insights Email: Allow CRM user to edit email

Yes, it is possible to prevent CRM users from editing emails in Sales Insights. You can achieve this by adjusting the user permissions.