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

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

NOTE: You can use "Help me write" feature which is an AI and it will help you to create a professional template. If you want to change it, please click update to see another template!

Step 4: When you see the appropriate one, click "Use this " and click "Create"

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