Email Templates

Below are the fields which are required while creating email templates:

1. Name : name of email template
2. Sharable : whether you want to share this email templates with your staff member(team)
3. Subject : subject of email template
4. Body : body of email template
5. Status : status of email template

If you are using a form and want to use that form fields inside the email template then you can select a form and all the fields of that form will be appear below... so you can use them inside the email template and during the sending email these fields will be replaced by the entered value of lead.

!> Before sending email to a lead we have to create a form field with type email and email settings must be enabled. To create a form please check Forms