Creating email templates for your team to use can be a great productivity booster. Templates allow you to quickly send a quick reply, with merged field information from the current record and that might include an attachment. It can also increase end-user adoption, because using Zoho makes it so much easier to send out quick communications to your clients and prospects.

Part of the video discusses adding a User Signature to each template. This is dependent on everyone in your team adding a signature to their Personal settings. I discussed this in a previous video onĀ Personal Settings.