This section allows you to add and edit email templates. Sales and pre-sales users can use these templates while sending emails to users.

    To Create a Email template, follow the procedure below

  • Click on Settings from top menu and select Email Templates.

  • It will display Email templates page with already existing templates.

  • Click Create New Template link to create new template.


 To create Email template, you need to enter following details

  • Name : template name

  • Description : Information

  • Subject : Email Subject Text

  • Content : Email contents

  • Attachments (optional)



 To edit the email template,

  • Click on Edit option of the record.

  • It will display edit email template page, which will allow you to edit all contents.

  • Edit details and click Save to submit the changes.