Understanding Email Templates in Zendesk Sell
How are email templates used in Zendesk Sell?
In Zendesk Sell, email templates are used separately between different features. This means that a template created for one feature, like a lead, cannot be used for another feature, such as a contact.
If you attempt to use a lead email template for a contact, you will receive an error message indicating that no templates are available. It's important to ensure that you're using the correct template for the specific feature you're working with.
More related questions
Why can't I find my email templates in Zendesk Sell?
If you're having trouble finding your email templates in Zendesk Sell, it might be because templates are used separately between features. This means that a template created for a lead cannot be used for a contact, and vice versa. For instance, if…
What does 'No templates in sight' mean in Zendesk Sell?
The 'No templates in sight' message in Zendesk Sell indicates that you're trying to use an email template in the wrong context. Templates are specific to the feature they were created for, such as leads or contacts. If you see this message, check…
Can I use a lead email template for a contact in Zendesk Sell?
No, you cannot use a lead email template for a contact in Zendesk Sell. Email templates are specific to the feature they were created for, meaning a lead template is only for leads and a contact template is only for contacts. Attempting to use a…
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