Step 1

Click on the Mail icon then select Templates


Step 2

Click on the Plus icon to create a new Template or edit an existing Template by clicking on one

Step 3

Enter a Template Name, Subject, add your Message and select files to upload

Step 4

Choose Placeholders(any Field in CRM) in the Subject and/or in the body of the message – EX: Full Name will appear on your template as {{contact.Full_Name}}

- This will save a lot of time from having to type out names, company names or anything else

Step 5

Select Save