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 create an email template in Vtiger CRM?
How do I edit a template using HTML source code in Vtiger CRM?
How do I delete an email template in Vtiger CRM?
What actions can I perform in an email?
How do I set up My Mailbox with the auto-forwarding option?
What is the purpose of an Email Feedback Loop?
How can I setup my Reply-To email for cases and ad-hoc emails?
What is the maximum number of email addresses I can add to the To field when sending emails from Quotes or other modules in Vtiger CRM?
When adding multiple contacts to an email, will the merge tags for personal identity (name, email, phone) be taken from the first contact listed?
How do I include FAQs when composing or replying to emails?
What is the possibility of assigning personal emails to users on domain accounts?
Can you share information about the SMTP account and its limitations on specific domain accounts not accepting Other?
Could the NDA be sent by an attachment through the email?
Why are the emails I received not showing in the CRM?
How do I set up Anti-Spoofing in Mimecast?
What is Anti-Spoofing in Mimecast?
How do I get Vtiger’s sending IP addresses for email whitelisting?

How do I duplicate email templates?

Follow these steps to duplicate an email:

  1. Log in to CRM.
  2. Go to Main Menu and select Marketing.
  3. Select Email Templates under Sales Enablement.
  4. Select the email template that you would want to duplicate. The system takes you to Details page.
  5. Click the more icon at the right side of the screen.
  6. Click on the Duplicate icon.
  7. Edit the following details:
    1. Template name: Enter the name of the template.
    2. Module: Select the Module from the given dropdown.
    3. Subject: Enter the subject.
    4. Assigned To: Select the assignee name from the dropdown.
    5. Edit the email body section.
    6. Select the Source code icon to edit using HTML source code.
    7. 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.
  8. Click Preview to see how the detailed email template looks.
  9. Click Save.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube