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Setting up an email template

Create email templates so you can respond to your customers in a consistent and professional way. You can include customer and user merge fields, and embed images in an email template.

  • Published by: Valerie Moutin, Sage CRM
  • Created: 03/18/2014
  • Duration: 2.21
  • Category: Tutorial

Creating and sharing a mail merge template

A more detailed look at how to set up and share a new mail merge template including quote items.

  • Published by: Sage CRM
  • Created: 04/01/2012
  • Duration: 03:37
  • Category: Tutorial

Introducing Mail Merge

This is a quick look at the Mail Merge feature. This video is great for users who are already familiar with the feature. It also serves as a quick introduction for new users.

  • Published by: Sage CRM
  • Created: 04/01/2012
  • Duration: 03:11
  • Category: Tutorial