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E-mail Templates for Non-Contacts


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#1 gnurob

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Posted 09 March 2017 - 04:12 PM

Sometimes you have to send out an e-mail to someone that's really not worth filling up your Contacts list with, but you would like to use a template when sending them a message. For example, if someone starts on on-line chat via my website, but it is later established that they are not a sales lead, I would still like to follow up on their impression of the service received.

 

Currently, starting a new e-mail, outside of a Contact or Account, goes to an e-mail form that does not have the "Template: [drop down list]" selection.

 

Also, why not add e-mail addresses to Leads? I'd quick create a Lead to hold on to the conversation exchange...

 

 



#2 gnurob

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Posted 09 March 2017 - 04:23 PM

P.S. This would need templates to have an any/unknown option under Docs.



#3 EdNewgate

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Posted 09 May 2017 - 12:33 AM

You've saved my life




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