Changing Type in Email Templates

We would like to edit/change the "template for" in email template from Contact to Lead so that we can now use email templates for our Leads and not just Contacts. It will not let us edit the "template for" drop down in the edit template view. Help please! 



1 comment
  • Hello Lauren,

    That is correct at this time you will need to create a new email template for the record type you'd like to use it for. Once an email template is created you are unable to edit the record type the email is for. 

    I apologize for the inconvenience this may have caused. 

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