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How do I use email templates and snippets?

Under Settings → “Templates and snippets”, you create templates with variables and give snippets a shortcut. While writing, you insert a template with “Insert template …” or type / and the shortcut, for example /meeting.

  1. Open CRM → “Settings” → “Templates and snippets”.
  2. Click “+ Template” or “+ Snippet” and set a name and shortcut.
  3. In the email window, choose “Insert template …” or type / plus the shortcut.

Next step

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