From an Interaction in Simple CRM, two drop-down menus allow you to select the email template you want to use.
We provide you with a large number of pre-entered templates. You will thus find models of a quote request, quote feedback request, unpaid invoice reminder, etc.
Of course, you can create your own templates to adapt Simple CRM to your specific needs, whether for sales management, purchasing, administrative tasks, marketing, projects, etc.
These models are created through the Administration area.
See explanatory video:
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