How do I save a project as a template?

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• I have designed an email template in html and I want to save it in the Library in Email Marketing for future use. How?

  Click the Library tab. Select Templates and click on Customized Templates. Here use the +New Template and select the HTML editor option. Once you are in the editor, select the HTML option from the toolbar. Copy and paste the code for the HTML ...

• Save Leads and Contacts to the Address Book in iPad

  You can save the Zoho CRM leads and contacts to your iPad's address book, one record at a time. To save a lead or contact in the address book Go to Leads/Contacts module. All the records in the selected module will be listed. Tap the record that you ...

• Save Lead and Contact to Address Book in iPhone

  You can export and save the leads and contacts to your iPhone Contacts from Zoho CRM, one record at a time. To save a lead or contact in address book Go to Leads/Contacts module. Tap the More icon. Tap Save to Address Book. The record will be ...

• How can I use a Template?

  If you want to use a template, please draft the content, apply necessary formatting and click ‘Save Template’. You can use the template any number of times by clicking the template from the templates folder.

• How to Clone an Email Template