Click the CRM section
This will navigate you to the CRM interface, where you can manage customer relationships and access relevant tasks, meetings, and insights.
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Edit the Onboarding Email template in the CRM
Customize the Onboarding Email template in the CRM by editing the greeting and subject line to enhance communication for new users and ensure a warm introduction.
viktoriaCustomize the Onboarding Email template in the CRM by editing the greeting and subject line to enhance communication for new users and ensure a warm introduction.
Step-by-step Guide6 steps
Click the Message Templates option
This will open the Message Templates section, allowing you to create and manage your pre-defined message formats for better communication.
Loading screenshot…100%Click the Onboarding Email template
This action allows you to access and edit the Onboarding Email template to customize your messaging for new users.
Loading screenshot…100%Click the Welcome! text
Clicking the 'Welcome!' text allows you to customize your greeting in the email template. This action will enable you to personalize the subject line for your recipients.
Loading screenshot…100%Type "Welcome Aboard!"
Click the Update existing template button
This action saves changes made to the email template you're currently editing. After clicking, the template will be updated with the latest modifications.
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