Export Email Template (CRM Views Data)

Email Templates can be exported for a View. Go to the entity for which you have configured Email Template and click on Click2Export button.

  • The options for entity will be listed specific to the Views for which Email Templates have been created. Select the configured View you want to export --> Click on OK.

  • Once export is complete a confirmation message will pop-up.

  • Here, you can see the email window with email drafted along with the View details in tabular form.

You can read more about Action and Email Section from here.