How to Add an Email Template?

Published: 2026-01-15 13:24:13

How to Add an Email Template?

IN THE CRM


1. Go to "Mailbox" in the crm in the menu on the left side of the page. Choose "Email Center".


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2. Press on the "Compose Email" button.


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3. Press on the "Manage Templates" button.

You will be able to get the access to all your available enabled templates.


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4. Press on the "Add Template" button to create a new template.


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5. You can choose to whether "Create New" or "Use Existing". The existing template is editable and can be saved as a new template. You can as well create a template via the ai assistant. Fill in the fields to create a new template.


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6. As you're done, press on "Submit" to save your choice. You can check the list of the available templates after. 


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