What is the process to create an email template in CRM?
The process for creating an email template in a CRM is accessed through the admin dashboard.
- Go to Settings >> Email Templates.
- Click on Create Template.
- Add a name, subject line, and body content.
- Use placeholders to pull dynamic data like lead or customer details.
- Click Save to store the template.
An email template can be reused in campaigns, workflows, or direct communication, saving time and ensuring a consistent brand voice.
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Author :- Monica Saha
Published on :- August 22, 2025 8:24

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What is the process to create an email template in CRM?