How to Use and View Email Template? 


Collabspot gives you the ability to access your SugarCRM Email Templates. To view these templates in the sidebar:

 

 


1. On the Compose or Reply form, click 'Open Templates' button. 



2. All templates available in your Sugar will display on the list. Choose email template you'd like to use then click the Insert button. 


 

 

3. The template will load in the compose or reply form.

 

 

 

 

Note: Creating new and editing templates can only be done in your SugarCRM 7.x and above instance.