adding an email template
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I created a "forecast email in the email center but cant seem to figure out how to have it populate in the email link when in a customer lead. similar to how the contract populates when in the lead
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I'm not sure I understand. Do you want a link to appear in the email? Or are you saying that you want the email template to show somewhere? Thanks!
I'm not sure I understand. Do you want a link to appear in the email? Or are you saying that you want the email template to show somewhere? Thanks!
I created the email " its a manual" ( unsure what that kinda means,) but what I want to do is to be able to be in the lead and click the email and send the customer a " weather related email" ( which is created in my email center )
I created the email " its a manual" ( unsure what that kinda means,) but what I want to do is to be able to be in the lead and click the email and send the customer a " weather related email" ( which is created in my email center )
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