How to create templates

  1. Go to the list of templates in the relevant terméke.
  2. Click on the new template button and select a template type. If you have chosen, for example, a task template instead of an email template by mistake, quit the template editor and start the process again.
  3. Only you and your colleagues will see this name, therefore, it is recommended to choose a name that suggests the content of the email as well.
  4. Enter the subject of the template that will be shown to the recipients.
  5. Select a folder on the right side.
  6. Set the language.
  7. Write the text of the template.
  8. Finally, click on the add button and you are ready. 🙂