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How do I EDIT a marketing piece in the Company Admin account?

1. EDITING A MARKETING PIECE

1. Go to Marketing Materials > Reporting and Scheduling

2. Click on the template title that you wish to edit.

3. Make changes and click SAVE!

4. Once you click Save, these changes are visible to all agents.*

5. Agents can edit the content before sending to their contacts.

* If you wish to hide the template while editing it, check the box marked Restricted.

 

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