Shared guide

How to use an email template

Step-by-step guide covering: Click the CRM icon; Click the Contacts link; Click the contact named Mike; Click here to view more activities.

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Guide Video
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Step-by-step Guide7 steps

  1. Click the CRM icon

    Click the CRM icon
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  2. Click the Contacts link

    Click the Contacts link
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  3. Click the contact named Mike

    Click the contact named Mike
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  4. Click here to view more activities

    Click here to view more activities
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  5. Click the Templates button

    Click the Templates button
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  6. Click the Select button for the template

    Click the Select button for the template
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  7. Click the Send button

    Click the Send button
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