You can send FAQs while composing a new email, replying to an existing one, or responding to a specific case. For this example, we will send an email to a case.
Follow these steps to share FAQs:
- Log in to your CRM account.
- Click the Main Menu.
- Go to the Cases module. The List View of the Cases module opens.
- Open the record you want to email. The Summary View of the record opens.
- Click Email on the top right corner. The Compose Mail window opens.
- Click Insert Links.
- Select Insert FAQs from the drop-down. The Select FAQs window opens.
- Enter or select the following information to add FAQs:
- Search Bar - Use the Search Bar to find the FAQ you need by typing keywords or selecting a category.
- Categories - Click the Categories and pick the category that matches your topic to see related FAQs.
- Copy - Click to copy the FAQ and paste it into your email where needed.
- Insert - Click Insert to add the FAQ automatically, and it will appear in the email.
- Click Send.