Use Salesforce Templates Based on Your Workflow Right from Inbox
While merging your email you can add a custom letter template anytime you need it. All you have to do is just choose your Salesforce templates, merge relevant fields, edit if necessary, and then send a customized email right from your inbox.
Below, we will walk through all of the mail merge steps for new leads.
Step 1 – Open a New Email. The new email will be opened in a new window.
Step 2 – Select a lead among the list of contacts. Insert the contact of the person you need.
Step 3 – Click the “View Salesforce context” button.
Step 4 – Go to the Dropdown list. Open the Dropdown list in the Lead Card.
Step 5 – Click “CRM Mail Templates”
Step 6 – Insert the content. In the opened “CRM Mail Templates” window choose the “Template name” you want to share. Select the Name. Don’t forget to add a “Related to” field regarding the topic it relates to and click the “Insert” button.
Step 7 – Send the personalized email. Once the content in the body of the email and the subject are perfectly displayed, you can now send your personalized email.