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How to use and send email templates in Teamgate?

Giedre -

Create and send email templates to your Leads, People and Companies straight from your Teamgate account! Use pre-defined email templates to send email campaigns, following up emails and various updates about your product to your customers. 

This functionality will definitely help those users, who are repeatedly sending the same information to their customers because it allows saving time instead of typing the same text again and again. 

 

 

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There are two ways how you can send email templates to Leads, People and Companies:

1. How to send email templates to Leads, People and Companies from the list?

 1.1. Open Leads, People or Companies list > click on email address > click "Send template"

 

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1.2. Select the template from the drop-down menu.

 

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1.3. You can edit the subject line, email address, and the email content

1.4. Click "Send". 

 

2. How to send email templates to your Leads, People and Companies from contact card?

 

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2.1.  Open Leads, People or Companies card > click on email address > click "Send template"

 

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2.2. Select the template from the drop-down menu.

 

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2.3. You can edit the subject line, email address, and the email content

2.4. Click "Send". 

 

 

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