To use pre-made email templates in your CRM, start by logging into your CRM account and navigating to the Email Template section. Once there, explore the available pre-made templates, which range from welcome emails to follow-ups. Click the preview button on any template to view its content.
When you find a template you like, click "Edit " to begin personalizing it.
You can tweak the content, structure, and settings to fit your needs. Once satisfied with your changes, hit the "Save" button or "Save & Continue." If you choose "Save," give your template a memorable name for easy access later. This streamlined process helps you efficiently customize and use email templates for professional communication.
For any questions, you can reach out to us at [email protected] or call us at +1 844 644 0023.