Use email templates in the record view
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- UpdatedFeb 1, 2024
- 1 minute read
- Washington DC
- Navigation and UI
Quickly compose emails for common issues by selecting an email template in the record view instead of manually drafting an email.
Before you begin
Role required: email_composer
Procedure
- Open a Workspace record in your instance.
- Use email templates within the record view by opening the Email tab under the Compose panel.
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Select the email templates icon (
) in the record sidebar.
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Select the menu icon (
), and select Apply Template.