Lock Sales Template lock-sales-template
To prevent CRM users from editing sales templates, admins can enable the ability to lock templates, which then allows users to lock templates individually from the email editor.
Enable Lock Template enable-lock-template
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Go to Admin, then click Sales Insight.
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Under Settings, click Edit.
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Check Enable ability to lock templates. Click Save.
Lock Template in the Email Editor lock-template-in-the-email-editor
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Select the email you wish to lock, then click Edit Draft.
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In the email editor, click Email Settings.
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Check Publish to Marketo Sales Insight if it’s not already checked. You can now uncheck Allow CRM user to edit email in order to lock the template. Click Save.
note note NOTE By default, this box is checked and CRM users are allowed to edit emails.