How Can I Create and Send Emails Using Templates in UPilot?

UPilot allows you to do a complete background sync with GmailExchange, as well as through IMAP/SMTP and automatically links your emails with the required contacts.

Once you already have a template created or templates have been shared with you by the team, you can directly insert them into your emails.

To send an email with an existing template:

  1. Open any contact/deal
  2. Click on Compose email to open the email composer
  3. Click on insert template located at the bottom of the email composer next to the Send button
  4. Select the template to be inserted
  5. Close the template selector popup
  • Your template is now inserted in the email composer
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