CRM - Email Template Settings

1. Open any module.
2. Click over the icon of a person in the upper right of the screen.
3. Choose the Settings option from the menu. This will open a screen where you can apply settings at different levels.
4. Select the User Settings tab.
5. Click the CRM subtab on the left side of the screen.
6. Choose the Email Template Settings option. This will expand the section.

Add a New Email Template

7. Enter a template description. This is visible only to you and does not show to the email recipient.
8. Enter a subject. This will populate in the email subject line and is visible to the email recipient.
9. Optionally, you can set up a template to send to prospects when the lead has been assigned to you by checking the Auto Response box.
10. Enter the text that you wish to send into the large text box.
11. Click the save button in the lower right of the section.

Edit an Existing Email Template

7. Select the template you wish to change by selecting it from the existing template dropdown.
8. Optionally, you can update the template description. This is visible only to you and does not show to the email recipient.
9. Optionally, you may update the subject. This will populate in the email subject line and is visible to the email recipient.
10. Optionally, you can set up a template to send to prospects when the lead has been assigned to you by checking the Auto Response box.
11. Optionally, you may edit the text that you wish to send into the large text box.
12. Click the save button in the lower right of the section.