Templates, Documents, and Meetings
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      1. Spartech CRM Knowledge Base
      2. Outlook Integration
      3. Templates, Documents, and Meetings

      How do I use Templates with the add-in?

      To insert a template using the add-in:

      • Open the sales tools in your inbox.
        • This will show up at the bottom right corner of your email composition window, as an orange HubSpot sprocket icon.
        • In the pane in the right, click Templates.
      • At the top of the dialog box, use the search bar to search for a template by name or click the dropdown menu besides the search bar to filter you template by All, Created by my team, Created by me, and Recent.
      • The Last used at column is user specific, so it will show the templates that were last sent by the user viewing the module. You can sort your templates by the Last used at or Created at columns.
      • Hover over the template you want to use and click Select.