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How to Add Custom Template from Admin Account Which is Visible to Admin in Tenacious Sales - CRM?

In this tutorial we will go through the process of creating custom template which we can use for sending mails. To send mail of same kind of information you don’t need to type mail and attach file all the time. You can just create one template and frame mail with all attachment and use it all time to save your time and reduce your efforts.

Follow some simple steps to create custom template:

Your template will be saved and listed in the list of Template. As you have saved template as Visible to admin particular template will be visible to admin only and not visible to sales person.

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