Prevent duplicate Salesforce email templates

Prevent duplicate Salesforce email templates

Marketing automation is arguably the best thing to hit CRM since the cloud, but here at RingLead, we still appreciate the trusted and true functionality of CRM – the email template.

salesforce-email-templatesOur sales guys love them for the consistent follow-up that is required, and our marketing department loves the opportunity to whip up a new masterpiece.  Todays Salesforce tip will show you how to create a single email template for Leads and Contacts.

Create a single email template for both Leads and Contacts

Are you cloning your email templates, creating one to send to Leads and another one to send to Contacts?  Well you know our feeling on duplicates in Salesforce (we don't like 'em!) so here's a way to stop wasting your time and create one email template that can be used for both Leads and Contacts.

Read More