The Email Templates of the Opportunities app enables businesses to have pre-defined templates while sending emails or adding notes to opportunities.
Steps to create email templates
- Log into your Apptivo account and go to the Opportunities app. Select Settings from the App Header. Go to Email → Email Templates from the left navigation panel of the Settings page.
- On selecting create, the Create Email Template page appears.
- Fill in the required details:
- Template - Name of the Email template.
- Subject - Subject of the Email template.
- Message - Content of Email template.
- Insert Attributes - This feature lets you insert the default attributes.
- Available for Compose Email - Sliding the toggle ON will make this template listed when composing emails.
- Available for Notes - Sliding the toggle ON will make this template listed when creating notes.
- Attachments - This option lets you add files to the template.
- On selecting create, a new template is created.
- This template can be used while composing emails.
- You can also use this template while adding notes. This applies only when the toggle is enabled.
