FAQs in this section
Can I create leads, contacts, and organizations using incoming emails?
How can I compose an email?
Can I insert links in my email?
Is there a way to embed an email template while composing emails?
How can I set up my signature for outgoing emails?
Can I attach a file to my email?
Is there a way to schedule emails?
What actions can I perform on emails in the email list?
What actions can I perform on an email?
How can I set up an outgoing server for emails?
Where can I check my mails?
Can I import emails?
Can I set up a reminder to follow-up on an email?
How can I add a CNAME record?
Why are my emails bouncing?
What happens when a hard bounce occurs?
What is an email client?
What happens when an email is forwarded to Mailroom?
What is the email limit in Vtiger CRM?
Can I mark unassigned emails as Done?
How can I increase the number of Helpdesk IDs?
Does the CRM provide automated email tracking or logging for capturing communication history related to opportunities?
How do I delete an email template in Vtiger CRM?
How do I create an email template in Vtiger CRM?
How do I edit a template using HTML source code in Vtiger CRM?
What actions can I perform in an email?
How can I setup my Reply-To email for cases and ad-hoc emails?
How do I set up My Mailbox with the auto-forwarding option?
What is the purpose of an Email Feedback Loop?
How do I duplicate email templates?
Table of Contents
Follow these steps to duplicate an email:
- Log in to CRM.
- Go to Main Menu and select Marketing.
- Select Email Templates under Sales Enablement.
- Select the email template that you would want to duplicate. The system takes you to Details page.
- Click the more icon at the right side of the screen.
- Click on the Duplicate icon.
- Edit the following details:
- Template name: Enter the name of the template.
- Module: Select the Module from the given dropdown.
- Subject: Enter the subject.
- Assigned To: Select the assignee name from the dropdown.
- Edit the email body section.
- Select the Source code icon to edit using HTML source code.
- To merge tags: Place the cursor at the desired location in the body or subject to insert merge a tag. The system displays an alert if the cursor is not placed properly.
- Click Preview to see how the detailed email template looks.
- Click Save.
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