Zendesk Sell: 'No Templates in Sight' Error
Learn what the 'No templates in sight' error means in Zendesk Sell and how to fix it.
What does 'No templates in sight' mean in Zendesk Sell?
The 'No templates in sight' message in Zendesk Sell indicates that you're trying to use an email template in the wrong context. Templates are specific to the feature they were created for, such as leads or contacts.
If you see this message, check to ensure that you're using the template in the correct context. For example, a lead template should only be used with leads, not contacts.
More related questions
Why can't I find my email templates in Zendesk Sell?
If you're having trouble finding your email templates in Zendesk Sell, it might be because templates are used separately between features. This means that a template created for a lead cannot be used for a contact, and vice versa. For instance, if…
How are email templates used in Zendesk Sell?
In Zendesk Sell, email templates are used separately between different features. This means that a template created for one feature, like a lead, cannot be used for another feature, such as a contact. If you attempt to use a lead email template for…
Can I use a lead email template for a contact in Zendesk Sell?
No, you cannot use a lead email template for a contact in Zendesk Sell. Email templates are specific to the feature they were created for, meaning a lead template is only for leads and a contact template is only for contacts. Attempting to use a…
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“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
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