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Creating Email Templates
Communicating with customers is an important activity in any business scenario. Zoho CRM provides Email Templates to send one message to multiple recipients. Email templates can be also be used to send Mass Emails to leads/contacts or send Email ...
What type of different templates I can create using Inventory Templates?
Using the Inventory template feature you can create personalized templates for quotes, sales order, invoices, and purchase orders. Read more about creating the templates from the below resources: Create Inventory templates Delete Inventory templates ...
How to automate different Email Templates based on the fields selected?
In any business, communicating with the customer is the most important activity. If your business deals with a countable number of customers it is easy to compose an email manually. But if there are multiple customers with multiple requirements, it ...
Troubleshooting Email Templates
1. Product details are not populated in the table created in a template. Product details will only be available if the default product table in the template has been added. If the fields in the Product Details section are added separately, the values ...
How do I add a signature to all my outgoing emails?
You can add signature to all your outgoing emails by following the steps given below: To customize signature Click Setup > Channels > Email > Email Configuration. In the Compose page (Email Configuration), Scroll down for the Email ...