FAQs on Email | Online Help - Bigin by Zoho CRM

How to create a folder to store email templates?

You can group email templates in a common folder for easy access. For example, you could have separate folders for welcome email templates, follow-up templates, and organization templates. These folders can be shared with other users in your organization.
 
To create a folder
  1. Click the View templates dropdown list and select Create Folder.
  2. In the Create Folder  pop-up:
    1. Enter the folder name.
    2. Choose one of the following options to share the folder with other users: Only Me, All Users, or Selected Users.
    3. Click Create.


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