Related FAQ's

How to Compose an Email from Notification Template?

  • On the Context Menu go to CustomerEmail Compose.
  • Click on email compose , you will be redirected to NotificationCompose page where you can see two main fields like Recipients and Compose.
  • In Recipients field you can see four choice boxes like Lead, Contact, Account and Ad-hoc.
  • Select any one of them and you will get an email id basing on your selection.
  • Coming to "Compose" field you can choose the Template from the dropdown and give the subject and add the content.
  • After adding if you want to send it to the recipient click on "Send Now" Button or if you want save click on "Save as Draft" Button.
  • If you want to schedule you can click on "Schedule" Button.