After you have created a custom email or SMS template, you can send them to a customer.
Send an Email or SMS Message Using a Template
First, navigate to the Sales tab on the opportunity.
Then, in the communication box, click the Email or Text tab.
Click Apply Template and select the template that you would like to use.
Once the template is imported, you can add additional information or tweak the message as needed.
Then, click Send Email or Send Text.
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