Email Templates an Important feature of Sugar CRM



Sugar CRM email templates is a valuable feature for all the users. It can be used for a variety of tasks for example:

    • For emailing a large number of users
    • Responding a large number of customers
    • For marketing email for a campaign

Besides all these, we use email templates in a very interesting way for the Leads module. The requirement states that whenever a lead’s status changes, an email should be sent to that particular lead. Also, there should be capability to change the text of the template before sending it. To in-cooperate these requirements we use javascript to check that whenever the status of the lead is changed a pop up opens with the email template whose name is same as the status chosen. This way the user can send the template that is loaded or edit the template and send it.

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