Treeing a great way to organize and prioritize sections within Blitz. Treeing makes it easier for your staff to find the right email templates in order work leads and effectively update their history logs.
Steps to Use Treeing in Blitz.
- Navigate to Administration> Find Category
- Click the next to first template that you want to prioritize.
- In the Template Name field, type in the category name with two semi-colons after it then type the template name.
- Click Update Template.
*Adding the two colons (::) is key for treeing to work
Treeing is used for grouping sections within the following categories :
*Click the Links above more info how to use treeing for each category.