How To Create Templates In Pipedrive
- Log In to Pipedrive: Access your Pipedrive account.
- Navigate to Templates: Go to the 'Templates' section in the settings.
- Select 'Create Template': Click on the button to start a new template.
- Name Your Template: Give your template a clear and descriptive name.
- Choose Template Type: Select whether it’s for emails, documents, or other uses.
- Design Your Template: Use the editor to add text, images, and formatting.
- Insert Placeholders: Add placeholders for personalized fields like names or dates.
- Preview Your Template: Check how it looks before saving.
- Save Your Template: Click the save button to store your new template.
- Test Your Template: Send a test email or document to ensure it works correctly.
