How to create an email template on Nutsales
Using Nutsales

Step 1: On the left taskbar, click "Email template".

et1.png

Step 2: Click "New template" and start create a new email template

Step 3: Fill information into 2 fields: Name & Email content

- Name: Create a name, for example: Response to quote request (for Sale pipeline)

- Email content: Create an email template, type @ and select the desired field which you want to retrieve available value for your template

et2.png

Step 4: Click "Create"

Step 5: On any email task bar, click "Insert email template" to include all values from "Custom properties" in your response.

et3.png

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