Compose Emails in outlook using Templates

Sales reps can now communicate more effectively using email templates. With the help of these templates, sales reps can compose professional and personalized emails with remarkable ease and speed. By simply selecting a template, the email content is automatically populated with relevant information from the sales records based on the selected template.

Reduce time to craft professional emails based on sales context and communicate effectively.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Sales Administrators can configure Home Page layouts in Application Composer to enable email templates for a specific sales records, roles or regions. See Configure the Home Page topic for more details.

Key Resources

Access Requirements

  • Sales Administrator
  • Sales Representative