Email Merge

The email templates in your CRM are accessible via the Connector.  This is particularly helpful for quick replies especially from your mobile device.

1.  On Outlook, go to your Inbox.

2.  Select an email.

3.  Click Compose Email Using Template link.  

4.  From the dialog box, enter a string to search or select a template from list.

5.  Click Compose Email button on.

6.  An email form opens for the selected Contact or Lead with the template details.

7.   Update as desired or Send email.