If you run your business across multiple locations, keeping email templates organized can take more time than it should. This CRM update makes it easier to create and manage Email AI templates where you need them, so you can spend less time repeating tasks and more time focusing on day-to-day operations.

📌 Why This Matters

When template access is limited by location settings, it can create unnecessary extra work for business owners and team members. Instead of rebuilding the same email templates in different places, you can now manage them more efficiently across locations while still keeping location-level access rules in place for local users.

✨ What’s New

• Email AI template access across all locations: Business users with the right permissions can now create and manage templates wherever they are needed.
• Less duplicate work: There is no need to recreate or manually move templates from one location to another just to keep messaging consistent.
• Clear visibility labels: A “Visible to Agency Users Only” tag appears in certain cases to reduce confusion when Email AI is not available for location-level users.
• Location access stays intact: Team members at each location will still only see Email AI access based on that location’s settings.

🛠️ How to Use It

1. Step 1: Open the CRM area where your email templates are managed.
2. Step 2: Create or update your Email AI templates for the location you are working in.
3. Step 3: Use the visibility label to understand whether a template is only visible to certain users.
4. Step 4: Keep your messaging consistent across locations without rebuilding the same template multiple times.

💡 Pro Tip

If you use the same follow-up emails in more than one location, set them up once with consistent messaging to save staff time and help turn more leads into paying customers.