To create a template
You can then proceed to create the template in three different ways:
You can create Inventory templates for sending customized quotes, sales orders, invoices, and purchase orders to customers and your suppliers. Inventory templates in Zoho CRM can be created easily using the following ways.
This makes the creation of inventory templates easier. All you have to do is drag and drop components onto the template to create it. An All Component panel will be available, from which you can drag and drop components. With predefined components, the level of customization needed is very little.
After clicking on the + New Template,
To make the creation of templates easier, predefined templates are provided in the template gallery. You can choose any template from the list that fits your needs and customize it using the drag and drop editor. You can preview the template before selecting it. Learn more.
You can select the following primary modules and create templates by linking with other secondary modules:
Organize your inventory templates into folders. Preview the templates before you save them and also view inventory template analytics to see which ones have had better reach.
You can preview the template by clicking on the template from the list. You can view the preview on the list page itself, making it easier for you to view one template after another if needed.
At times you may want to delete templates that are not used much, templates that underperform and junk templates. You can delete a template by selecting it and clicking on the Delete button.
You can move a template from one folder to another. This will be helpful in instances where you have to share a few templates with someone. You can move the needed templates to a folder and share. This can be done by selecting it, clicking on the Move to Folder button and choosing the appropriate folder form the drop-down list. You can also create a new folder and move the template to it if you want.
Sorting makes it easier for you to access the templates that you need, by bringing them to the top of the list. For example, you can sort the templates in such a way that the most used templates appear at the top of the list. In Zoho CRM you cannot only sort templates, you can also search for templates.
You can also search and filter templates based on your needs.
You may have templates you frequently use and might want those to appear at the top of the list at places where you select templates. For this purpose you have the option of setting templates as favourite by clicking on the star that appears before the template name.
While creating a template you may not always finalize it right away. Sometimes, you may have to add additional details or consult with your peers before removing finalizing the design or make changes based on a discussion with the client. In such cases, you can save the template as a draft to revisit and make changes as per the current requirement.
To save a template as draft
Go to Email templates.
Create a template and add the necessary fields and details to it.
Click Save and choose Save as Draft option.
With template folders you can group similar templates together. When you have a large number of templates, searching for them can become exhausting. By grouping similar templates together, you can easily access them in a single place.
By creating a new folder, you can categorize the templates by adding similar templates to the folder. You can create a folder only when you want to save a template or move templates from one folder to another.
You can share template folders with other users when needed. When you want to share only specific templates, you can add them to a folder and share them. This might be helpful in cases where the user does not have permission to create templates, but has to send them to customers.
You would prefer to have the important folders at the top of the list. In order to do that, you need to reorder the folders by clicking on Folders Reorder button. After reordering click Done.
The inventory templates can be used in the following three instances:
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Make the most of Zoho CRM with these useful tips.