How can I customize email templates in my CRM?
An example of an AI chatbot conversation about customizing email templates in CRM systems.
How can I customize email templates in my CRM?
You can customize email templates in your CRM by accessing the template settings, where you can edit text, images, and layout.
Can I add dynamic fields to the templates?
Yes, most CRMs allow you to insert dynamic fields like the recipient's name, company, and other personalized data.
What if I want to use a specific design for my emails?
You can often upload your own HTML design or choose from pre-made templates that match your branding.
Is it possible to test the email before sending it out?
Absolutely! Most CRMs provide a preview option and allow you to send test emails to yourself.
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