You've perfected the ideal sequence or email template and you want to recreate it so you can make a few adjustments. This is easy with TekStack’s Sales Accelerator features in Outbound Sequencing.

Learn how to copy and edit an existing sequence or template.

  1. From Outbound, Sales Accelerator, Sequences or Templates, select the sequence or template that you want to copy.
  2. Click Clone and then click OK.

Sequence

Graphical user interface, text, application<br><br>Description automatically generated

Graphical user interface, text, application, email<br><br>Description automatically generated

Template
Graphical user interface, application<br><br>Description automatically generated

Graphical user interface, text, application<br><br>Description automatically generated

  1. Rename the copied Sequence or Template in the name field.
  2. Click Save.
  3. Make any changes to the sequence or template as you need.

That's it. You've re-created a great sequence or template, made the changes you want and now you can apply it elsewhere.

Note: You cannot copy a sequence or template to another user.

    

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Keywords: clone, copy, duplicate, sequence, email, template