How to edit email Templates?

Iqra
Iqra Member Posts: 2 NEW MEMBER
edited February 20 in Workflow Automation #1

I'm setting up automations for our company but struggle to actually edit the email templates that are to go out. Not sure if we've hit the payment threshold for this task or I'm missing something?

Answers

  • Helio
    Helio Pipedrive Team Posts: 136 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments First Answer 5 Likes

    Hello @Iqra,

    I hope you are doing well today!

    To add and customize templates, go to the Email tab of your Pipedrive account and click Compose > Choose template below the email subject.

    Email templates can also be sent or edited from the Send email prompt of any detail view in your deals and contacts.

    Let me know if there is anything else I can help you with!