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In this HubSpot tutorial, Bob explains how to manage templates effectively within HubSpot. Users can edit, clone, delete, manage sharing, and access templates either from the CRM or while sending emails. To send a template, navigate to Contacts, select the desired record, click the email icon, and then choose Templates in the pop-up. After selecting a template, you can customize its content before sending. For organizing templates, go to Conversations and select Templates. To create a folder, click "New Folder," name it, and then add templates by hovering over them, clicking Actions, selecting Move, and choosing the destination folder.
