Overview

When you create an Inquiry Template, it is assigned a default name. You can rename it using either method below.

Rename from the template header

1. In the Dashboard, navigate to Inquiries > Templates.
2. Select the Inquiry Template you want to rename.
3. Click the template name (top left) and edit it.

4. Click Save.

Rename from Settings

1. In the Dashboard, navigate to Inquiries > Templates.
2. Select the Inquiry Template you want to rename.
3. In the left nav, click the Gear icon.

4. Under General, edit the Name.

5. Click Save.