Email Templates are helpful tools to save you time when communicating with clients and prospects. Prophet CRM allows you to create email templates which utilize values directly from the contact and company records.
Step 1:
In the Template Manager select the ‘New’ button in the top-right hand section
Step 2:
Complete the ‘Template Name’, ‘Email Subject’, and Email Body. You can drag contact and company fields into the body of the email from the panel in the right-hand side. The custom fields will appear as {{custom-field-name}}, but will be filled when you use the template.
Step 3:
Click ‘Save Template Email’ and you’re done!
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