Deals added by your DealFinders will use the same default template that you have assigned as the team admin.

If you want different team members to have different templates, check out our Enterprise Plan.

To set your default template, click the menu button in the top left (mobile only). Click Settings. Click Sending Options. Click Set My Default Template.

That's it!

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If you need to create a new template, click the menu button in the top left (mobile only). Click Templates. Click New Template. Save.

Then set your default template as mentioned above.

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