help-me.png

Apps Reseller Badge.jpg

facebook.png  twitter.png  linkedin.png  feed.png

 

Creating a draft and finding it again.

To create a draft email you need to be on the compose Email screen, and have created a mail and given it a subject. Above the Subject heading you will see a blue link that says "Templates" - and to the right of it there is a button that says "Save". Clicking on the save button will save whatever is currently in your compose screen into the drafts of the CRM email composer.

Finding your draft again.
To retrieve your draft - go to the compose mail screen, and then click on the blue Templates link which is above the Subject heading. You will see a pop up box, which will show you all your drafts initially. If you are looking for a draft created by another CRM user - click on the blue All Templates link in the pop up. This will then show you all the drafts saved by all the CRM users. To select a draft - just click on the name of the draft in blue - and the previously saved information will be out into the compose screen. Now you can carry on where you left off and complete your email.

Document Actions