1. Go to Marketing Materials > Reporting and Scheduling.
2. Click on the template title that you wish to ACTIVATE.
3. Add a Subject Line and Expiration Date.
4. Click SAVE!
5. Do not add a Schedule Date and Time, unless you wish to send the marketing piece on behalf of your agents to their PRIMARY SPHERE distribution list.
6. Once activated, this piece is now available to all agents if unrestricted. Agents can send when they want to who they want.
* Only STATIC marketing pieces need to be activated.