Click the CRM icon
Clicking the CRM icon will take you to the Customer Relationship Management section, where you can manage leads, view sales pipelines, and track customer interactions.
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Shared guide
Send an email template to a contact in the CRM
Send an email to a contact in the CRM by selecting an email template, customizing it if needed, and ensuring all fields are filled before sending it to the recipient.
viktoriaSend an email to a contact in the CRM by selecting an email template, customizing it if needed, and ensuring all fields are filled before sending it to the recipient.
Step-by-step Guide7 steps
Click the Contacts link
Selecting the 'Contacts' link will take you to the area where you can manage your contacts, view companies, deals, and other related information within your CRM.
Loading screenshot…100%Click the contact named Mike
This action will open the contact details for Mike, allowing you to view or edit his information.
Loading screenshot…100%Click here to view more activities
By clicking this link, you will expand the activities section to reveal additional details about the interactions and updates related to this contact.
Loading screenshot…100%Click the Templates button
Selecting the Templates button will open a list of pre-defined email templates, allowing you to choose one for your email correspondence.
Loading screenshot…100%Click the Select button for the template
Clicking the Select button will confirm your choice of the 'Onboarding Email' template, allowing you to proceed with customizing or using it for your email campaign.
Loading screenshot…100%Click the Send button
Clicking the 'Send' button will deliver your email to the specified recipient. Ensure all fields are correctly filled out before sending.
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