Set up CRM email and reusable templates

Settings → Email contains Enable Email, From Email, From Name, and a Test Email area. Sender preferences do not by themselves configure the platform’s email provider or verify a sending domain.

The current delivery path uses a platform-verified sender and can use the company address for replies. Do not assume entering an arbitrary From Email grants permission to send from that domain. Account verification/invitation mail is another configuration dependency.

Confirm platform email delivery is available with the account owner. If the screen reports “Email service not configured,” the service must be configured server-side.

Settings → Email Templates stores name, subject, body, description, and active state. Use a subject that explains the message and a body that clearly identifies the business. Review any available template variables using the editor; do not invent unsupported placeholders.

A stored template is not sent until a manual action or configured automation uses it. Confirm wording, personalization, and links with a test email before activating customer-facing automation.