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You can create your Email Template by following the given steps:

STEP-1: Click on Activity → Email Template → New Email Template. Email Template form will appear.

STEP-2: Fill Email Template Details. Select Variable to insert in Body of the email. Click on Insert Button.

STEP-3: Add Attachments by selecting files and then click on Upload button. You will get success message if your file is uploaded successfully.

STEP-4: Assign Email Template to User or team by selecting single or multiple entries from the list.

STEP-4: Click on Save button.


STEP-5: Click on Activity → Email Template→ List Of Email Templates. The list of Email Templates will display.


You can edit Email Template by following the given steps:

STEP-1: Select the Email Template that you want to edit. Right click on it and select Edit Email Template.

STEP-2: Edit the details and click on Save button.