How do I use an email template?
It is quite easy to open and use a template in your email through the Compose Email window.
Follow these steps to insert an email template into your emails:
- Go to Sales.
- Go to Inbox.
- Click Compose.
- Enter details in the To field by using the search option.
- Type the first three alphabets to bring up the details.
- You also need to select the relevant module in the drop-down beside the search field.
- Click Email Templates.
- Search for the required template using the Template Name.
- You can also search for the template using the Module Name.
- The email section is populated by the selected email template.
- Click Send.
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