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email templates online help zoho crm in zoho crm go to setup customization template in the template gallery click on the insert html code plain text link click on the html icon paste your html code and click insert click save sample email template below is a sample email template that shows how the merge fields retrieve relevant data email templates online help zoho crm preview and test mail templates at times you may want to see how your template turned out and for this purpose you can make use of the preview option in case you need to see how it will appear in the mail client you can send a test mail after creating or editing a template click on preview zoho crm create your own email inventory templates to create email inventory template click setup templates 2 choose the type of template email inventory mail merge 3 click on new template select the module ex lead contact 4 template form will appear to fill the details template name name of the template template subject the subject of the template creating email templates with zoho crm oscillosoft com au zoho crm email templates can be used to increase the efficiency and professionalism of your sales teams creating an email template is very easy in zoho crm you can also use the inbuilt html editor to edit your emails and even create email in apps like dreamweaver or nvu just copy and paste the html code to the zoho email editor how to setup an email signature in zoho crm follow our step by step guides to install your email signature in zoho crm it s never been easier to create a new email signature for zoho crm check out our beautiful email signature templates and easy to manage email signature software that makes creating email signatures for zoho crm a breeze how to add an email signature in zoho crm gimmio note in order to use your email signature with zoho crm you will need to copy the html code of your email signature step 1 once you are ready to install your email signature into zoho s crm open your browser and log into zoho
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