Email templates

To create an email template, go to Biz Setup >Email Template

 

You can create a new template, modify a current template or delete. To create a new template, click on + Add new template. 
 
You can add place holders such as Name, Last Name to a template that will personalize the emails you send. To add a place holder or value into a template, select one of the values and copy-paste the field value into the template content.
 
Once you have created an email template, you can use it in the CRM and quote module by clicking on the compose email button found at the bottom of these modules.

 

IMPORTANT! If this option does not appear it is because you have not yet integrated your email to Osmos.