Template
A lead is a possible sale opportunity for a prospective client (a prospect) or an existing client.. Each lead template can specify the activities for a lead relating to a specific type of work.
Last updated
A lead is a possible sale opportunity for a prospective client (a prospect) or an existing client.. Each lead template can specify the activities for a lead relating to a specific type of work.
Last updated
In Left side, click on the template. below view will come.
Here Email, WhatsApp, SMS, Messenger templates are there. You can choose any one and according that you will get alert on the specific channel.
Click on the Test template. Below view will come.