Published at: 2025-10-30
Email Template Overview
- Customize email templates for various business objects based on your company’s specific needs. Utilize the built-in advanced text editor to freely adjust page layouts.
- Standardize corporate communications to reduce employee training costs and improve deal-closing success rates.
- Integrate email templates with workflows and smart forms to establish a complete automated marketing process, enhancing operational efficiency.
- Supported objects for email templates: Leads, Accounts, Contacts, Opportunities, Sales Orders, Payment Collections, Refunds, Return Orders, Invoice Requests, Products, Contracts, Payment Details, Price Lists, Campaigns, Work Orders, SKUs, Products, Specifications, Specification Values, and Custom Objects.
