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Templates - Add Email Template

This article provides a step-by-step guide on creating a new email template in your CRM, including how to name, customize, and test the template before saving.

Templates - Add SMS Template

This article guides you through creating a new text template in your CRM, detailing steps from naming the template to sending a test message for validation.

Templates - SMS & Email Templates

This article explains how to use the Template tab in your CRM to create, manage, and customize text and email templates for consistent client communication.