Geteilte Anleitung

How to create a snippet

Step-by-step guide covering: Click the CRM icon; Click the Snippets option; Click the Create snippet button; Click 'Click here' to add a shortcut.

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·10 Schritte·7 Aufrufe·Veröffentlicht
Guide Video
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AI-narrated · Nova voice · English
Step-by-step Guide10 Schritte
  1. Click the CRM icon

    Click the CRM icon
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  2. Click the Snippets option

    Click the Snippets option
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  3. Click the Create snippet button

    Click the Create snippet button
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  4. Click 'Click here' to add a shortcut

    Click 'Click here' to add a shortcut
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  5. Type "Meeting Confirmation" in Internal name

  6. Click here to add a snippet

    Click here to add a snippet
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  7. Type "Your meeting has been confirmed!"

  8. Click here to save the snippet

    Click here to save the snippet
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  9. Type 'meeting' in the Shortcut field

    Type 'meeting' in the Shortcut field
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  10. Click the Save snippet button

    Click the Save snippet button
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