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Email Templates
You can create Email templates for sending Emails to the customers (leads and contacts), and CRM users within your organization. See Also Unsubscribe Form To create an email template Click Setup > Templates > Email Template. In the Email ...
While sending emails from CRM, why am I unable to see the email templates that I created?
While sending emails from CRM, you will be able to see only those email template that you created for the selected record type. Email Templates are Record specific. It is created for a specific record type. For example, you can create a template for ...
Templates
Templates A template is a predefined format that you can use.Support provides you with the following types of templates: E-mail templates Ticket templates E-mail Templates E-mail templates are predefined formats that you can use to create e-mail ...
How can I set up unsubscription form in my email templates?
You can use the unsubscription form to allow the email recipients to opt out from your next follow-up and avoid Anti-SPAM complaints. The process to set up the form consists of three steps: Step 1 - Provide the Return URL and generate the HTML code ...
Inventory Templates
Inventory Modules You can select the following primary modules and create templates by linking with other secondary modules: Quotes: Quotes, Products, Users, Organization, Accounts, Contacts, and Potentials. Purchase Orders: Purchase Orders, ...