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Create Email Templates in Zendesk Sell App

Learn how to create and save email templates in the Zendesk Sell mobile app. Use templates to streamline your email communications.

Can I create and save email templates in the Zendesk Sell mobile app?

Yes, you can create and save email templates in the Zendesk Sell mobile app. After composing an email, tap the Template icon at the top and select 'Save as Template'. Give your template a unique name for easy retrieval. You can also insert merge tags to personalize emails for different leads or contacts. Note that sharing templates is not supported on mobile devices.


More related questions

How can I send an email using the Zendesk Sell mobile app on Android?

You can easily send emails directly from the Zendesk Sell mobile app on your Android device. Simply navigate to the Leads, Contacts, or Deals tab, select the recipient, and tap their email address to open the email creation window. Compose your…

How do I view my email inbox and sent items in the Zendesk Sell app?

To view your email inbox and sent items in the Zendesk Sell app, go to the Today tab and select the Communication option. Here, you can see all emails exchanged with leads or contacts, organized into folders like Inbox, Sent, and Archived. This…

How can I view my communication history with a lead or contact in Zendesk Sell?

To view your communication history with a lead or contact in Zendesk Sell, tap the Communication tab for the specific record. This will show you past email and phone communications, and you can also send emails directly from this page. This feature…

Is it possible to copy an email address from the Zendesk Sell mobile app?

Yes, you can copy an email address from the Zendesk Sell mobile app. Navigate to a contact, click on the email icon, and you can copy the email address from there. This feature is available on both Android and iOS devices, making it easy to use…

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