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Hi guys, just downloaded the plugin and playing around with it, really good tool so far.
One thing I want to be able to do is create my own email layout (template) so that when I engage with a contact through the CRM > Contact > Email option, when it sends the email it’ll be nicely laid out as an html email.
Can anyone advise on how I can go about creating my own layout for emails?
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You can create your own template by just navigating to:
“ERP Settings -> Settings -> CRM -> Templates -> Add Templates”Thanks 🙂
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