Sage CRMSage CRM contains many useful tools that improve the quality of repetitive tasks while reducing the time and effort needed by your employees.

One such example is its native email template capabilities. Email templates allow you to create dynamic, standardized, consistently formatted and worded messages to both your customers and internal system users for repetitive events and actions.

In this recorded webinar session we will walk you through examples of how to use Sage CRM’s email template tool and more:

  • Understanding email templates
  • How it can improve operational results while decreasing manual labor
  • Overview of the current embedded email editor
  • Create new email templates
  • Use email templates to quickly send email messages
  • Other tips and tricks