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How do I make a template available to one sales agent?

If a marketing piece is restricted, you can grant access to certain sales agents. Many companies grant access to their personal accounts, a house account, or a demo account to test an email. Under Marketing Materials choose Manage Agent Access, search for the sales agent accounts that you wish to see the restricted marketing piece. On the right side of the box, you will see a list of Private Marketing Pieces. Select the marketing piece to which you would like to grant access. Drag and drop the name(s) of the sales agent accounts to whom you wish to grant access. Now, sales agents in this list can see the marketing piece.

 

Note: if a marketing piece is restricted, it will not send (even if it is scheduled).

 

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