- This topic has 1 reply, 2 voices, and was last updated 7 years, 2 months ago by
.
Viewing 1 reply thread
-
Posts
-
-
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?
-
You can create your own template by just navigating to:
“ERP Settings -> Settings -> CRM -> Templates -> Add Templates”Thanks 🙂
-
Viewing 1 reply thread
- The forum ‘CRM’ is closed to new topics and replies.
