How to Create a New Email Category

As you start using the CRM system to it's full potential, you will want to create new email templates and campaigns.  To keep things organized, you will want to create new email categories, that way it will be easier for you to find the appropriate email for a client.

Login to your CRM.

Under the Emails tab, click on Email Templates

To the left of the screen you will see a drop down of all your current Email Categories. Underneath you will see the header "Add New Category". Please enter your email category name and click Add.

Have more questions? Submit a request

Comments

Powered by Zendesk