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All Tutorials /
How to Add a Template to Zoho CRM

How to Add a Template to Zoho CRM

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Here’s how to add a template in Zoho CRM fast.

  • Open Setup.
  • Under Customization, select Templates.
  • Click New Template.
  • Select a Module.
  • Choose a Template layout.
  • Enter the Template Name and Subject.
  • Add the Text Message.
  • Click Save .
  • The template is created successfully.

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