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Email Templates for Sales+

Configure your Sales+ Email Template to reference it when sending email confirmation to Sales Contacts for both Enquiries and Opportunities.

Email Template

2

Search Template

Use the Search function to select the relevant template:

Enquiry

  • Select the Email Template – Enquiry Received

Opportunity

  • Select the Email Template – Opportunity Received

3

Review, Edit and Enable

Review, Edit and Enable the selected email template.

Important Note: The email will only send if this Template is Enabled. Once edited and reviewed, set Template to Active via the Active Toggle option.

4

Logbook

The email will now be logged against the Sales Contact’s Logbook. Users with access to the Logbook will be able to access a copy of the email whenever needed.

Automated Emailed for Application Management

Automated emails for Application Management are configured using Learncycles.

LEARN MORE: Learncycles for Sales+