This feature is only available for Salesforce CRM users.
Below you will be shown how to import Email Templates from Salesforce CRM.
- In the TruCadence » Email Templates, click on the Import Salesforce Templates button.
- In the Salesforce Email Templates window, the templates are categorized into two different sections, as show below.
- Classic Template(s) – All general templates will be listed here.
- Mail Merge Template(s) – Templates with the Mail Merge feature will be displayed here.
- To make use of the Template, click on the Clone icon
to the right of the Template.
- In the Clone Email Template window, you can change the name of the template or keep it the same. Once completed, please click Save to save the Email Template.
- The imported Salesforce template will be listed in the Email templates window.
Please contact ConnectLeader Support for any questions at support@connectleader.com or 603-952-2505.