You can easily edit or delete snippets in Salesmate CRM to keep your content accurate and relevant. In this article, we’ll show you how easy it is to edit or delete snippets so you can keep them updated and relevant to your needs.
How to Edit a Snippet
Note: A user with edit snippet rights can perform this operation.
To edit a Snippet,
- Navigate to the Profile Icon on the top right corner.
- Click on the Set Up.
- Head over to the Library category.
- Click on the Snippets option.
- Hover on the Name of the Snippet you want to edit and click on Actions.
- Click on the Edit option.
- Make the changes you require and then hit the Save Button.
How to Delete a Snippet
Note: A user with delete snippet rights can perform this operation.
To delete a Snippet,
- Navigate to the Profile Icon on the top right corner.
- Click on the Set Up.
- Head over to the Library category.
- Click on the Snippets option.
- Hover on the Name of the Snippet you want to edit and click on Actions.
- Click on the Delete option.
- Confirm your action to delete the Snippet.
Note: Delete operations are irreversible; you can't recover your snippet once done.
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