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Sales Pipeline - Opportunities

Under Sales pipeline → Opportunities you will see a summary of the sales processes (code table "Opportunities Sales process") with the column "Activated E-Mail Templates".

Activate E-Mail Templates

You select a sales process from the list. In the Assistant, you specify via checkbox which centrally maintained e-mail templates are available for selection in the client in the widget "E-Mail" for opportunities of this sales process.

How to create an e-mail template can be found under Settings - E-Mail Templates (Opportunities & Leads).

Release
From version 21
  1. New function: Activation of e-mail templates per sales process for the opportunities widget "E-Mail".