we created some import templates in our Dev Instance. Is there a way to transfer these templates from the DEV to the Productive Instance? So we can use the ready-made Excel templates there as well and would not have to rebuild the mapping.
We have "Lead Managers" working on outreach to Leads. At given points in the process they need to send templated emails with details to the lead and the salesperson. However, we only want them to access the templates specific to their division and role. Is there a way to restrict the lead manager's access to specific templates?
