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Shreeya Dangol
Written by Shreeya Dangol

Email Templates

This setting feature allows the user to save various email templates so that they may easily send out specifically formatted emails to prospects, clients, or partners.

Step 1 - This feature can be accessed by going to the Setting page

Step 2 - Then click on the Email Templates settings option.

Step 3 - On the top right corner of the screen, you will find an Add button.

Step 4 - Clicking on this button reveals a blank email template; entering Title, Subject, and Content is mandatory.

Step 5 - You can also add attachments for your email templates so that you don't have to keep uploading the file from your computer to send frequently sent attachments.

While composing this email, just choose any one of the templates that you have saved from the drop-down menu.