How to edit email Templates?
Iqra
Member Posts: 2 NEW MEMBER
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?
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Answers
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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!
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