Keep your email outreach quick and personal with Email Templates in Tubular.
Note: Templates are available to Pro and Enterprise plans.
Enter the Lead name or deal name and click on the Email tab.
Click on templates
- Choose if the template is a Global or Personal template
- Enter the Subject
- Draft your template email referencing the field variables to create quick personal emails
- Click Save
Click on the the New Button
- Select the template dropdown
- The email template will appear
- Select if you need an email signature
- Send email to your lead or contact
For a detailed video on setting up email templates give the below video a watch.
(Length 2:19 mins)