Email Templates

Email Templates

Email Templates can be used to send an email which contains any field regarding a lead.

Email Templates are often used to confirm an appointment with a lead and/or to notify an consultant that an appointment has been maded on their behalf. But you can use Email Templates any where you want to send a notification regarding an action against a lead.

The Email Template editor works the same as the Screen Layout editor with except that there are a few less options in the Field Toolbar and there is no Java Script options.

Email Templates can be used from in screen layout Email actions which can be configured by clicking the 'Email' button in the Field Toolbar on the screen layout editor as well as being used in Disposition Actions.

A single Email Template may be used from multiple locations.