How do I share templates across my team ?

SalesHandy makes it easy for you to quickly share templates across your entire team.

Once you've set up your team,

  1. Go to and click on the Template tab.
  2. Select the particular template that you want to share and click on it's "Actions" option, there you will find the "Share" option.
  3. Once you click on 'Share', a popup will prompt on your screen where you can enable "Everyone In organization" toggle & click on the "Share" button to share the template.

Once you share the template, it will be visible to everyone in your team.

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